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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 | $37,519 | $40,275-6.8% | $57,356-34.6% | $59,633-37.1% |
| Participation rate | 84.4% | 69.1%+15.2pp | 75.1%+9.3pp | 68.7%+15.7pp |
| Annual return | 3.35% | 27.52%-24.2pp | 24.41%-21.1pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,176 | $2,400-51.0% | $3,162-62.8% | $3,192-63.1% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |