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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 | $41,716 | $52,467-20.5% | $57,196-27.1% | $55,167-24.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 75.3%+22.3pp | 69.0%+28.6pp |
| Annual return | 5.73% | 7.72%-2.0pp | 14.59%-8.9pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,008 | $2,477-18.9% | $2,683-25.1% | $1,963+2.3% |
| Participant deferral / active EE | $1,351 | $2,830-52.2% | $3,096-56.4% | $3,054-55.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |