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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 | $76,260 | $68,408+11.5% | $57,196+33.3% | $57,658+32.3% |
| Participation rate | 87.3% | 79.1%+8.1pp | 75.3%+11.9pp | 70.2%+17.1pp |
| Annual return | 6.91% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,350 | $2,869-52.9% | $2,683-49.7% | $1,974-31.6% |
| Participant deferral / active EE | $2,362 | $2,903-18.6% | $3,096-23.7% | $3,061-22.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |