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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 | $30,806 | $74,552-58.7% | $63,018-51.1% | $69,631-55.8% |
| Participation rate | 87.0% | 78.3%+8.7pp | 74.8%+12.2pp | 70.7%+16.3pp |
| Annual return | 20.84% | 15.77%+5.1pp | 87.62%-66.8pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,550 | $2,974-14.3% | $3,330-23.4% | $3,224-20.9% |
| Admin fee / account holder | $0 | $59-99.3% | $3,601-100.0% | $110-99.6% |