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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 | $37,053 | $63,156-41.3% | $122,354-69.7% | $62,293-40.5% |
| Participation rate | 98.4% | 60.0%+38.4pp | 71.6%+26.8pp | 69.5%+28.9pp |
| Annual return | 14.36% | 20.61%-6.3pp | 30.28%-15.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,228 | $1,385+60.9% | $4,051-45.0% | $2,042+9.1% |
| Participant deferral / active EE | $1,890 | $2,321-18.6% | $3,287-42.5% | $3,169-40.4% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |