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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 | $54,770 | $52,467+4.4% | $57,196-4.2% | $55,167-0.7% |
| Participation rate | 97.3% | 75.8%+21.4pp | 75.3%+21.9pp | 69.0%+28.3pp |
| Annual return | 6.38% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,442 | $2,477-41.8% | $2,683-46.2% | $1,963-26.5% |
| Participant deferral / active EE | $1,685 | $2,830-40.4% | $3,096-45.6% | $3,054-44.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |