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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 | $41,846 | $51,244-18.3% | $80,977-48.3% | $55,167-24.1% |
| Participation rate | 74.8% | 71.7%+3.2pp | 75.8%-1.0pp | 69.0%+5.8pp |
| Annual return | 10.67% | 17.39%-6.7pp | 17.11%-6.4pp | 169.23%-158.6pp |
| Employer contribution / active EE | $2,815 | $1,770+59.0% | $3,715-24.2% | $1,963+43.4% |
| Participant deferral / active EE | $5,305 | $4,418+20.1% | $5,696-6.9% | $3,054+73.7% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |