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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 | $51,906 | $89,652-42.1% | $141,191-63.2% | $65,185-20.4% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.5%-4.0pp | 70.2%+8.3pp |
| Annual return | 36.00% | 32.79%+3.2pp | 71.41%-35.4pp | 29.38%+6.6pp |
| Employer contribution / active EE | $1,958 | $3,065-36.1% | $4,736-58.7% | $2,177-10.1% |
| Participant deferral / active EE | $4,453 | $5,691-21.8% | $6,710-33.6% | $3,514+26.7% |
| Admin fee / account holder | $13 | $569-97.8% | $10,264-99.9% | $847-98.5% |