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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 | $45,904 | $95,542-52.0% | $69,464-33.9% | $67,579-32.1% |
| Participation rate | 90.1% | 79.4%+10.8pp | 74.6%+15.5pp | 71.3%+18.8pp |
| Annual return | 17.19% | 17.67%-0.5pp | 28.98%-11.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $2,571 | $2,989-14.0% | $2,779-7.5% | $2,148+19.7% |
| Participant deferral / active EE | $3,702 | $3,263+13.4% | $3,536+4.7% | $3,539+4.6% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |