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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 | $41,785 | $49,249-15.2% | $70,476-40.7% | $79,852-47.7% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 69.6%+22.0pp |
| Annual return | 14.06% | 30.09%-16.0pp | 109.12%-95.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $4,593 | $2,100+118.7% | $2,738+67.7% | $2,471+85.8% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |