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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 | $46,637 | $52,467-11.1% | $57,196-18.5% | $55,167-15.5% |
| Participation rate | 99.2% | 75.8%+23.4pp | 75.3%+23.9pp | 69.0%+30.3pp |
| Annual return | 6.78% | 7.72%-0.9pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,003 | $2,477-19.1% | $2,683-25.3% | $1,963+2.1% |
| Participant deferral / active EE | $2,608 | $2,830-7.9% | $3,096-15.8% | $3,054-14.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |