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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 | $56,781 | $57,976-2.1% | $63,018-9.9% | $62,293-8.8% |
| Participation rate | 96.2% | 75.9%+20.2pp | 74.8%+21.4pp | 69.5%+26.6pp |
| Annual return | 14.98% | 17.54%-2.6pp | 87.62%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $900 | $2,415-62.7% | $2,761-67.4% | $2,042-55.9% |
| Participant deferral / active EE | $2,487 | $2,956-15.9% | $3,330-25.3% | $3,169-21.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |