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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 | $60,061 | $63,433-5.3% | $63,803-5.9% | $64,097-6.3% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 55.2%+43.6pp |
| Annual return | 12.24% | 20.74%-8.5pp | 543.72%-531.5pp | 34.64%-22.4pp |
| Employer contribution / active EE | $653 | $2,332-72.0% | $2,532-74.2% | $1,891-65.5% |
| Participant deferral / active EE | $2,466 | $3,119-20.9% | $3,843-35.8% | $3,080-19.9% |
| Admin fee / account holder | $80 | $1,489-94.6% | $5,196-98.5% | $3,454-97.7% |