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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 | $45,301 | $57,976-21.9% | $63,018-28.1% | $62,293-27.3% |
| Participation rate | 97.0% | 75.9%+21.1pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 12.06% | 17.54%-5.5pp | 87.62%-75.6pp | 28.90%-16.8pp |
| Employer contribution / active EE | $2,189 | $2,415-9.3% | $2,761-20.7% | $2,042+7.2% |
| Participant deferral / active EE | $1,458 | $2,956-50.7% | $3,330-56.2% | $3,169-54.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |