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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 | $53,903 | $53,837+0.1% | $75,714-28.8% | $85,847-37.2% |
| Participation rate | 87.6% | 69.1%+18.6pp | 74.8%+12.8pp | 69.3%+18.3pp |
| Annual return | 13.13% | 24.54%-11.4pp | 104.62%-91.5pp | 318.61%-305.5pp |
| Employer contribution / active EE | $2,893 | $2,017+43.4% | $2,744+5.4% | $2,565+12.8% |
| Participant deferral / active EE | $3,212 | $2,895+10.9% | $3,820-15.9% | $3,952-18.7% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |