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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 | $54,153 | $57,976-6.6% | $63,018-14.1% | $62,293-13.1% |
| Participation rate | 99.5% | 75.9%+23.6pp | 74.8%+24.7pp | 69.5%+30.0pp |
| Annual return | 12.60% | 17.54%-4.9pp | 87.62%-75.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $2,852 | $2,415+18.1% | $2,761+3.3% | $2,042+39.7% |
| Participant deferral / active EE | $2,958 | $2,956+0.1% | $3,330-11.2% | $3,169-6.7% |
| Admin fee / account holder | $16 | $276-94.1% | $3,601-99.5% | $479-96.6% |