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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 | $59,163 | $51,466+15.0% | $78,778-24.9% | $62,293-5.0% |
| Participation rate | 82.7% | 59.8%+22.9pp | 69.2%+13.5pp | 69.5%+13.2pp |
| Annual return | 13.73% | 19.96%-6.2pp | 35.62%-21.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $587 | $827-29.0% | $1,986-70.4% | $2,042-71.2% |
| Participant deferral / active EE | $4,106 | $2,147+91.2% | $2,958+38.8% | $3,169+29.6% |
| Admin fee / account holder | $15 | $489-97.0% | $5,134-99.7% | $479-97.0% |