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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 | $51,499 | $74,552-30.9% | $63,018-18.3% | $69,631-26.0% |
| Participation rate | 99.1% | 78.3%+20.9pp | 74.8%+24.3pp | 70.7%+28.5pp |
| Annual return | 12.88% | 15.77%-2.9pp | 87.62%-74.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $1,379 | $2,929-52.9% | $2,761-50.1% | $2,032-32.1% |
| Participant deferral / active EE | $1,836 | $2,974-38.3% | $3,330-44.8% | $3,224-43.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |