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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 | $35,905 | $46,360-22.6% | $147,617-75.7% | $52,331-31.4% |
| Participation rate | 83.3% | 64.9%+18.3pp | 84.6%-1.4pp | 68.1%+15.1pp |
| Annual return | 4.57% | 1.62%+2.9pp | 61.98%-57.4pp | 4.54%0pp |
| Employer contribution / active EE | $1,597 | $2,126-24.9% | $5,564-71.3% | $1,882-15.1% |
| Participant deferral / active EE | $1,328 | $2,258-41.2% | $4,895-72.9% | $3,022-56.1% |
| Admin fee / account holder | $11 | $766-98.5% | $11,612-99.9% | $592-98.1% |