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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 | $46,637 | $56,894-18.0% | $84,753-45.0% | $62,881-25.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.58% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,799 | $2,400+16.6% | $3,574-21.7% | $2,281+22.7% |
| Participant deferral / active EE | $3,457 | $2,709+27.6% | $3,712-6.9% | $3,203+7.9% |
| Admin fee / account holder | $25 | $3,581-99.3% | $5,333-99.5% | $4,296-99.4% |