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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 | $82,394 | $60,795+35.5% | $69,464+18.6% | $65,185+26.4% |
| Participation rate | 97.9% | 74.9%+23.1pp | 74.6%+23.3pp | 70.2%+27.7pp |
| Annual return | 16.69% | 17.46%-0.8pp | 28.98%-12.3pp | 29.38%-12.7pp |
| Employer contribution / active EE | $1,215 | $2,452-50.5% | $2,779-56.3% | $2,177-44.2% |
| Participant deferral / active EE | $3,218 | $3,162+1.8% | $3,536-9.0% | $3,514-8.4% |
| Admin fee / account holder | $224 | $314-28.6% | $3,840-94.2% | $847-73.5% |