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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 | $26,509 | $43,423-39.0% | $78,676-66.3% | $55,167-51.9% |
| Participation rate | 89.1% | 68.0%+21.1pp | 73.6%+15.6pp | 69.0%+20.1pp |
| Annual return | 6.34% | 11.53%-5.2pp | 62.19%-55.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,103 | $1,997+5.3% | $2,850-26.2% | $1,963+7.1% |
| Participant deferral / active EE | $1,808 | $2,509-27.9% | $3,517-48.6% | $3,054-40.8% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |