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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 | $54,907 | $57,976-5.3% | $63,018-12.9% | $62,293-11.9% |
| Participation rate | 98.7% | 75.9%+22.7pp | 74.8%+23.9pp | 69.5%+29.2pp |
| Annual return | 17.70% | 17.54%+0.2pp | 87.62%-69.9pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,062 | $2,415-56.0% | $2,761-61.5% | $2,042-48.0% |
| Participant deferral / active EE | $1,960 | $2,956-33.7% | $3,330-41.1% | $3,169-38.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |