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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 | $54,356 | $57,976-6.2% | $63,018-13.7% | $62,293-12.7% |
| Participation rate | 81.5% | 75.9%+5.6pp | 74.8%+6.7pp | 69.5%+12.0pp |
| Annual return | 13.87% | 17.54%-3.7pp | 87.62%-73.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,828 | $2,956-4.3% | $3,330-15.0% | $3,169-10.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |