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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 | $38,607 | $52,467-26.4% | $57,196-32.5% | $55,167-30.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 75.3%+19.7pp | 69.0%+26.0pp |
| Annual return | 6.60% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,884 | $2,477-24.0% | $2,683-29.8% | $1,963-4.0% |
| Participant deferral / active EE | $2,520 | $2,830-11.0% | $3,096-18.6% | $3,054-17.5% |
| Admin fee / account holder | $25 | $269-90.7% | $3,141-99.2% | $504-95.0% |