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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 | $58,314 | $51,769+12.6% | $57,356+1.7% | $52,331+11.4% |
| Participation rate | 87.1% | 75.2%+11.8pp | 75.1%+12.0pp | 68.1%+19.0pp |
| Annual return | 24.57% | 2.43%+22.1pp | 24.41%+0.2pp | 4.54%+20.0pp |
| Employer contribution / active EE | $834 | $2,335-64.3% | $2,689-69.0% | $1,882-55.7% |
| Participant deferral / active EE | $1,243 | $2,794-55.5% | $3,162-60.7% | $3,022-58.9% |
| Admin fee / account holder | $42 | $295-85.9% | $3,357-98.8% | $592-93.0% |