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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 | $36,945 | $57,976-36.3% | $63,005-41.4% | $62,293-40.7% |
| Participation rate | 98.5% | 75.9%+22.5pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 12.62% | 17.54%-4.9pp | 87.59%-75.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,536 | $2,415-36.4% | $2,760-44.3% | $2,042-24.8% |
| Participant deferral / active EE | $1,442 | $2,956-51.2% | $3,329-56.7% | $3,169-54.5% |
| Admin fee / account holder | $1 | $276-99.8% | $3,599-100.0% | $479-99.9% |