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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 | $42,030 | $52,467-19.9% | $57,196-26.5% | $55,167-23.8% |
| Participation rate | 98.5% | 75.8%+22.6pp | 75.3%+23.2pp | 69.0%+29.5pp |
| Annual return | 6.48% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,533 | $2,477+2.2% | $2,683-5.6% | $1,963+29.0% |
| Participant deferral / active EE | $1,840 | $2,830-35.0% | $3,096-40.6% | $3,054-39.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |