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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 | $54,046 | $53,777+0.5% | $134,155-59.7% | $79,858-32.3% |
| Participation rate | 82.3% | 58.8%+23.5pp | 72.2%+10.1pp | 69.6%+12.7pp |
| Annual return | 12.07% | 19.01%-6.9pp | 36.34%-24.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $1,426 | $1,321+8.0% | $3,705-61.5% | $2,471-42.3% |
| Participant deferral / active EE | $2,558 | $2,420+5.7% | $3,500-26.9% | $3,740-31.6% |
| Admin fee / account holder | $1 | $3,984-100.0% | $6,685-100.0% | $5,306-100.0% |