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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 | $41,095 | $46,072-10.8% | $69,779-41.1% | $55,167-25.5% |
| Participation rate | 99.5% | 67.5%+32.0pp | 71.8%+27.6pp | 69.0%+30.5pp |
| Annual return | 8.58% | 8.68%-0.1pp | 12.99%-4.4pp | 169.23%-160.7pp |
| Employer contribution / active EE | $4,001 | $1,500+166.7% | $2,338+71.1% | $1,963+103.9% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $5 | $428-98.9% | $4,381-99.9% | $504-99.1% |