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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 | $54,367 | $52,467+3.6% | $57,196-4.9% | $55,167-1.5% |
| Participation rate | 82.0% | 75.8%+6.1pp | 75.3%+6.6pp | 69.0%+13.0pp |
| Annual return | 2.60% | 7.72%-5.1pp | 14.59%-12.0pp | 169.23%-166.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,840 | $2,830+71.0% | $3,096+56.3% | $3,054+58.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |