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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 | $55,454 | $45,082+23.0% | $69,464-20.2% | $72,975-24.0% |
| Participation rate | 82.5% | 68.5%+14.0pp | 74.6%+7.9pp | 69.5%+13.0pp |
| Annual return | 18.38% | 22.66%-4.3pp | 28.98%-10.6pp | 81.01%-62.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,290 | $2,604-50.4% | $3,536-63.5% | $3,608-64.2% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |