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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 | $59,680 | $37,446+59.4% | $77,552-23.0% | $79,856-25.3% |
| Participation rate | 94.6% | 41.5%+53.1pp | 54.2%+40.4pp | 69.6%+25.0pp |
| Annual return | 14.47% | 39.76%-25.3pp | 54.82%-40.3pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,160 | $637+82.0% | $987+17.5% | $2,471-53.1% |
| Participant deferral / active EE | $2,004 | $1,261+59.0% | $1,861+7.7% | $3,741-46.4% |
| Admin fee / account holder | $8 | $2,506-99.7% | $2,859-99.7% | $5,306-99.9% |