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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 | $35,710 | $54,757-34.8% | $90,304-60.5% | $72,975-51.1% |
| Participation rate | 92.1% | 65.2%+26.9pp | 73.3%+18.8pp | 69.5%+22.6pp |
| Annual return | 22.98% | 30.63%-7.6pp | 78.13%-55.1pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,289 | $2,093+9.3% | $2,855-19.8% | $2,440-6.2% |
| Participant deferral / active EE | $4,443 | $2,887+53.9% | $3,885+14.4% | $3,608+23.2% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |