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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 | $51,839 | $88,324-41.3% | $115,038-54.9% | $55,191-6.1% |
| Participation rate | 96.4% | 72.5%+23.8pp | 81.4%+15.0pp | 69.2%+27.2pp |
| Annual return | 2.20% | 6.30%-4.1pp | 26.14%-23.9pp | 10.78%-8.6pp |
| Employer contribution / active EE | $4,335 | $2,805+54.6% | $4,608-5.9% | $1,899+128.3% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $105-95.5% | $8,175-99.9% | $91-94.8% |