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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 | $39,256 | $45,087-12.9% | $69,483-43.5% | $72,976-46.2% |
| Participation rate | 91.8% | 68.5%+23.3pp | 74.6%+17.2pp | 69.5%+22.3pp |
| Annual return | 17.02% | 22.67%-5.6pp | 28.99%-12.0pp | 81.02%-64.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,014 | $2,603+15.8% | $3,537-14.8% | $3,608-16.5% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |