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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 | $34,330 | $68,408-49.8% | $57,196-40.0% | $57,658-40.5% |
| Participation rate | 96.1% | 79.1%+17.0pp | 75.3%+20.8pp | 70.2%+25.9pp |
| Annual return | 7.36% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,448 | $2,869-49.5% | $2,683-46.0% | $1,974-26.6% |
| Participant deferral / active EE | $2,517 | $2,903-13.3% | $3,096-18.7% | $3,061-17.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |