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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 | $52,509 | $84,948-38.2% | $70,494-25.5% | $73,412-28.5% |
| Participation rate | 95.5% | 79.9%+15.6pp | 75.1%+20.4pp | 72.2%+23.3pp |
| Annual return | 13.92% | 13.39%+0.5pp | 109.16%-95.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $1,796 | $2,834-36.6% | $2,738-34.4% | $2,234-19.6% |
| Participant deferral / active EE | $1,599 | $3,387-52.8% | $3,711-56.9% | $3,806-58.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |