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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 | $43,902 | $75,419-41.8% | $392,568-88.8% | $67,582-35.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.1%+21.9pp | 71.3%+28.7pp |
| Annual return | 21.45% | 36.70%-15.3pp | 24.42%-3.0pp | 378.57%-357.1pp |
| Employer contribution / active EE | $2,772 | $2,636+5.2% | $3,783-26.7% | $2,148+29.0% |
| Participant deferral / active EE | $3,882 | $4,347-10.7% | $5,985-35.1% | $3,539+9.7% |
| Admin fee / account holder | $116 | $114+2.1% | $6,260-98.1% | $142-18.4% |