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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 | $35,171 | $64,919-45.8% | $392,568-91.0% | $65,185-46.0% |
| Participation rate | 77.2% | 72.0%+5.2pp | 78.1%-0.9pp | 70.2%+7.0pp |
| Annual return | 20.45% | 26.09%-5.6pp | 24.42%-4.0pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,294 | $2,374-45.5% | $3,783-65.8% | $2,177-40.6% |
| Participant deferral / active EE | $2,458 | $3,668-33.0% | $5,985-58.9% | $3,514-30.0% |
| Admin fee / account holder | $275 | $634-56.6% | $6,260-95.6% | $847-67.5% |