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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 | $53,683 | $72,486-25.9% | $87,103-38.4% | $72,976-26.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 20.99% | 24.46%-3.5pp | 28.19%-7.2pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,884 | $1,894-0.5% | $2,521-25.3% | $2,440-22.8% |
| Participant deferral / active EE | $1,902 | $3,270-41.8% | $4,049-53.0% | $3,608-47.3% |
| Admin fee / account holder | $15 | $5,055-99.7% | $7,491-99.8% | $5,124-99.7% |