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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 | $39,925 | $57,976-31.1% | $63,018-36.6% | $62,293-35.9% |
| Participation rate | 97.9% | 75.9%+21.9pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 15.03% | 17.54%-2.5pp | 87.62%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,563 | $2,415-35.3% | $2,761-43.4% | $2,042-23.4% |
| Participant deferral / active EE | $1,416 | $2,956-52.1% | $3,330-57.5% | $3,169-55.3% |
| Admin fee / account holder | $46 | $276-83.4% | $3,601-98.7% | $479-90.5% |