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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 | $50,552 | $95,542-47.1% | $69,464-27.2% | $67,579-25.2% |
| Participation rate | 98.7% | 79.4%+19.3pp | 74.6%+24.1pp | 71.3%+27.4pp |
| Annual return | 18.09% | 17.67%+0.4pp | 28.98%-10.9pp | 378.56%-360.5pp |
| Employer contribution / active EE | $1,487 | $2,989-50.3% | $2,779-46.5% | $2,148-30.8% |
| Participant deferral / active EE | $1,963 | $3,263-39.8% | $3,536-44.5% | $3,539-44.5% |
| Admin fee / account holder | $20 | $90-77.9% | $3,840-99.5% | $142-86.1% |