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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 | $53,268 | $39,162+36.0% | $100,671-47.1% | $59,633-10.7% |
| Participation rate | 94.1% | 55.9%+38.3pp | 70.7%+23.4pp | 68.7%+25.4pp |
| Annual return | 5.60% | 21.07%-15.5pp | 20.43%-14.8pp | 2041.45%-2035.9pp |
| Employer contribution / active EE | $1,085 | $1,151-5.7% | $4,012-73.0% | $2,203-50.8% |
| Participant deferral / active EE | $1,421 | $1,992-28.7% | $3,144-54.8% | $3,192-55.5% |
| Admin fee / account holder | $49 | $2,969-98.3% | $4,850-99.0% | $4,297-98.9% |