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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 | $51,933 | $52,467-1.0% | $57,196-9.2% | $55,167-5.9% |
| Participation rate | 83.8% | 75.8%+7.9pp | 75.3%+8.5pp | 69.0%+14.8pp |
| Annual return | 7.19% | 7.72%-0.5pp | 14.59%-7.4pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,140 | $2,830+11.0% | $3,096+1.4% | $3,054+2.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |