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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 | $37,966 | $49,255-22.9% | $70,494-46.1% | $79,856-52.5% |
| Participation rate | 88.9% | 69.2%+19.7pp | 75.1%+13.8pp | 69.6%+19.2pp |
| Annual return | 12.70% | 30.10%-17.4pp | 109.16%-96.5pp | 31.71%-19.0pp |
| Employer contribution / active EE | $845 | $2,100-59.8% | $2,738-69.1% | $2,471-65.8% |
| Participant deferral / active EE | $1,312 | $2,768-52.6% | $3,711-64.6% | $3,741-64.9% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |