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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 | $40,352 | $63,905-36.9% | $74,184-45.6% | $57,658-30.0% |
| Participation rate | 99.5% | 79.8%+19.7pp | 76.6%+22.9pp | 70.2%+29.3pp |
| Annual return | 6.35% | 60.60%-54.2pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,759 | $1,840-4.4% | $2,370-25.8% | $1,974-10.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |