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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 | $53,200 | $38,969+36.5% | $109,313-51.3% | $55,167-3.6% |
| Participation rate | 80.8% | 58.2%+22.5pp | 71.3%+9.5pp | 69.0%+11.8pp |
| Annual return | 9.19% | 8.26%+0.9pp | 22.07%-12.9pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,135 | $1,227-7.5% | $3,892-70.8% | $1,963-42.2% |
| Participant deferral / active EE | $5,466 | $2,176+151.3% | $3,166+72.6% | $3,054+79.0% |
| Admin fee / account holder | $20 | $501-96.1% | $5,666-99.7% | $504-96.1% |