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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 | $79,696 | $86,341-7.7% | $125,195-36.3% | $65,186+22.3% |
| Participation rate | 95.6% | 75.3%+20.3pp | 79.8%+15.8pp | 70.2%+25.4pp |
| Annual return | 21.85% | 27.44%-5.6pp | 43.79%-21.9pp | 29.39%-7.5pp |
| Employer contribution / active EE | $1,806 | $2,040-11.4% | $3,866-53.3% | $2,177-17.0% |
| Participant deferral / active EE | $2,379 | $3,538-32.8% | $4,937-51.8% | $3,514-32.3% |
| Admin fee / account holder | $42 | $609-93.1% | $9,704-99.6% | $847-95.1% |