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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 | $49,351 | $30,599+61.3% | $74,577-33.8% | $57,658-14.4% |
| Participation rate | 95.9% | 49.1%+46.7pp | 68.1%+27.8pp | 70.2%+25.6pp |
| Annual return | 6.35% | 14.24%-7.9pp | 20.47%-14.1pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,616 | $1,000+61.6% | $2,525-36.0% | $1,974-18.1% |
| Participant deferral / active EE | $2,322 | $1,805+28.6% | $3,458-32.9% | $3,061-24.1% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |