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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 | $30,007 | $51,620-41.9% | $90,324-66.8% | $65,186-54.0% |
| Participation rate | 76.8% | 68.6%+8.2pp | 73.3%+3.5pp | 70.2%+6.6pp |
| Annual return | 20.88% | 24.94%-4.1pp | 78.15%-57.3pp | 29.39%-8.5pp |
| Employer contribution / active EE | $1,999 | $2,235-10.6% | $2,856-30.0% | $2,177-8.2% |
| Participant deferral / active EE | $2,999 | $2,871+4.5% | $3,885-22.8% | $3,514-14.7% |
| Admin fee / account holder | $179 | $384-53.4% | $5,356-96.7% | $847-78.9% |