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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 | $46,378 | $66,319-30.1% | $93,621-50.5% | $65,186-28.9% |
| Participation rate | 92.0% | 74.0%+18.0pp | 75.8%+16.1pp | 70.2%+21.8pp |
| Annual return | 22.57% | 42.59%-20.0pp | 32.76%-10.2pp | 29.39%-6.8pp |
| Employer contribution / active EE | $3,238 | $2,013+60.9% | $2,719+19.1% | $2,177+48.8% |
| Participant deferral / active EE | $3,587 | $3,343+7.3% | $4,070-11.9% | $3,514+2.1% |
| Admin fee / account holder | $10 | $6,900-99.9% | $7,890-99.9% | $847-98.8% |