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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 | $45,483 | $45,050+1.0% | $63,018-27.8% | $70,126-35.1% |
| Participation rate | 96.1% | 69.5%+26.6pp | 74.8%+21.3pp | 69.5%+26.5pp |
| Annual return | 15.24% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,001 | $2,052-2.5% | $2,761-27.5% | $2,343-14.6% |
| Participant deferral / active EE | $2,449 | $2,466-0.7% | $3,330-26.4% | $3,332-26.5% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |