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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 | $47,945 | $74,552-35.7% | $63,018-23.9% | $69,631-31.1% |
| Participation rate | 98.9% | 78.3%+20.7pp | 74.8%+24.1pp | 70.7%+28.2pp |
| Annual return | 14.35% | 15.77%-1.4pp | 87.62%-73.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,580 | $2,929-46.1% | $2,761-42.8% | $2,032-22.2% |
| Participant deferral / active EE | $2,065 | $2,974-30.6% | $3,330-38.0% | $3,224-35.9% |
| Admin fee / account holder | $10 | $59-83.2% | $3,601-99.7% | $110-91.0% |