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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 | $54,138 | $52,467+3.2% | $57,196-5.3% | $55,167-1.9% |
| Participation rate | 95.7% | 75.8%+19.8pp | 75.3%+20.4pp | 69.0%+26.7pp |
| Annual return | 6.65% | 7.72%-1.1pp | 14.59%-7.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,420 | $2,830-49.8% | $3,096-54.1% | $3,054-53.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |