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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 | $55,977 | $45,087+24.2% | $69,483-19.4% | $72,976-23.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.57% | 22.67%-7.1pp | 28.99%-13.4pp | 81.02%-65.4pp |
| Employer contribution / active EE | $2,450 | $2,055+19.2% | $2,780-11.9% | $2,440+0.4% |
| Participant deferral / active EE | $2,844 | $2,603+9.3% | $3,537-19.6% | $3,608-21.2% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |