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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 | $48,891 | $45,087+8.4% | $69,483-29.6% | $72,976-33.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.19% | 22.67%-5.5pp | 28.99%-11.8pp | 81.02%-63.8pp |
| Employer contribution / active EE | $1,301 | $2,055-36.7% | $2,780-53.2% | $2,440-46.7% |
| Participant deferral / active EE | $1,301 | $2,603-50.0% | $3,537-63.2% | $3,608-63.9% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |