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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 | $66,125 | $54,590+21.1% | $81,726-19.1% | $73,497-10.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 14.83% | 17.74%-2.9pp | 29.49%-14.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,803 | $1,636+132.5% | $4,311-11.8% | $2,270+67.5% |
| Participant deferral / active EE | $2,372 | $2,759-14.0% | $7,108-66.6% | $3,740-36.6% |
| Admin fee / account holder | $158 | $592-73.4% | $5,160-96.9% | $513-69.3% |