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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 | $30,831 | $48,078-35.9% | $78,676-60.8% | $62,881-51.0% |
| Participation rate | 94.5% | 65.2%+29.3pp | 73.6%+21.0pp | 69.3%+25.2pp |
| Annual return | 6.59% | 31.36%-24.8pp | 62.19%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,420 | $2,015+20.1% | $2,850-15.1% | $2,281+6.1% |
| Participant deferral / active EE | $4,826 | $2,587+86.5% | $3,517+37.2% | $3,203+50.7% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |