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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 | $51,311 | $68,408-25.0% | $57,181-10.3% | $57,658-11.0% |
| Participation rate | 99.8% | 79.1%+20.6pp | 75.3%+24.4pp | 70.2%+29.5pp |
| Annual return | 6.45% | 8.51%-2.1pp | 14.59%-8.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,403 | $2,869-16.2% | $2,682-10.4% | $1,974+21.8% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |