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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 | $61,850 | $46,877+31.9% | $122,354-49.4% | $70,126-11.8% |
| Participation rate | 93.8% | 58.2%+35.6pp | 71.6%+22.2pp | 69.5%+24.3pp |
| Annual return | 14.93% | 24.22%-9.3pp | 30.28%-15.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,082 | $1,288-16.0% | $4,051-73.3% | $2,343-53.8% |
| Participant deferral / active EE | $1,569 | $2,167-27.6% | $3,287-52.3% | $3,332-52.9% |
| Admin fee / account holder | $48 | $3,324-98.6% | $5,479-99.1% | $4,645-99.0% |