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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 | $47,069 | $49,239-4.4% | $70,462-33.2% | $79,858-41.1% |
| Participation rate | 72.7% | 69.2%+3.6pp | 75.1%-2.3pp | 69.6%+3.1pp |
| Annual return | 14.39% | 30.08%-15.7pp | 109.08%-94.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,543 | $2,769-44.3% | $3,710-58.4% | $3,740-58.8% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |