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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 | $49,793 | $57,976-14.1% | $63,005-21.0% | $62,293-20.1% |
| Participation rate | 89.8% | 75.9%+13.9pp | 74.8%+15.0pp | 69.5%+20.3pp |
| Annual return | 17.96% | 17.54%+0.4pp | 87.59%-69.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,965 | $2,415-18.6% | $2,760-28.8% | $2,042-3.8% |
| Participant deferral / active EE | $2,567 | $2,956-13.2% | $3,329-22.9% | $3,169-19.0% |
| Admin fee / account holder | $7 | $276-97.4% | $3,599-99.8% | $479-98.5% |