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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 | $35,079 | $45,087-22.2% | $69,483-49.5% | $72,976-51.9% |
| Participation rate | 93.4% | 68.5%+25.0pp | 74.6%+18.8pp | 69.5%+24.0pp |
| Annual return | 15.78% | 22.67%-6.9pp | 28.99%-13.2pp | 81.02%-65.2pp |
| Employer contribution / active EE | $786 | $2,055-61.8% | $2,780-71.7% | $2,440-67.8% |
| Participant deferral / active EE | $1,542 | $2,603-40.8% | $3,537-56.4% | $3,608-57.3% |
| Admin fee / account holder | $2 | $3,057-99.9% | $3,841-99.9% | $5,124-100.0% |