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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 | $39,899 | $42,546-6.2% | $71,796-44.4% | $55,167-27.7% |
| Participation rate | 71.3% | 59.1%+12.2pp | 69.1%+2.2pp | 69.0%+2.3pp |
| Annual return | 6.46% | 12.36%-5.9pp | 78.04%-71.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $742 | $803-7.6% | $1,924-61.4% | $1,963-62.2% |
| Participant deferral / active EE | $3,970 | $2,064+92.3% | $2,794+42.1% | $3,054+30.0% |
| Admin fee / account holder | $27 | $650-95.9% | $4,815-99.4% | $504-94.7% |