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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,600 | $89,652-31.3% | $141,191-56.4% | $65,185-5.5% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.5%+2.6pp | 70.2%+14.8pp |
| Annual return | 24.46% | 32.79%-8.3pp | 71.41%-46.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,243 | $3,065-59.4% | $4,736-73.7% | $2,177-42.9% |
| Participant deferral / active EE | $4,969 | $5,691-12.7% | $6,710-25.9% | $3,514+41.4% |
| Admin fee / account holder | $15 | $569-97.3% | $10,264-99.9% | $847-98.2% |