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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 | $55,419 | $81,494-32.0% | $133,978-58.6% | $73,497-24.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 21.34% | 19.40%+1.9pp | 45.10%-23.8pp | 28.51%-7.2pp |
| Employer contribution / active EE | $2,702 | $2,210+22.3% | $3,919-31.1% | $2,270+19.0% |
| Participant deferral / active EE | $2,006 | $3,787-47.0% | $5,047-60.3% | $3,740-46.4% |
| Admin fee / account holder | $2 | $713-99.7% | $8,930-100.0% | $513-99.5% |