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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 | $39,463 | $54,390-27.4% | $117,039-66.3% | $69,631-43.3% |
| Participation rate | 97.9% | 58.5%+39.3pp | 77.2%+20.7pp | 70.7%+27.2pp |
| Annual return | 17.89% | 18.33%-0.4pp | 18.95%-1.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,883 | $1,357+38.8% | $3,785-50.2% | $2,032-7.3% |
| Participant deferral / active EE | $3,344 | $2,076+61.1% | $3,929-14.9% | $3,224+3.7% |
| Admin fee / account holder | $0 | $98-100.0% | $5,974-100.0% | $110-100.0% |