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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 | $55,276 | $80,177-31.1% | $123,894-55.4% | $57,658-4.1% |
| Participation rate | 81.2% | 74.4%+6.8pp | 81.4%-0.2pp | 70.2%+11.0pp |
| Annual return | 13.58% | 17.90%-4.3pp | 47.52%-33.9pp | 5.13%+8.4pp |
| Employer contribution / active EE | $650 | $2,913-77.7% | $4,617-85.9% | $1,974-67.1% |
| Participant deferral / active EE | $5,019 | $5,130-2.2% | $5,984-16.1% | $3,061+64.0% |
| Admin fee / account holder | $39 | $106-63.5% | $8,357-99.5% | $95-59.0% |