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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 | $21,731 | $57,976-62.5% | $63,018-65.5% | $62,293-65.1% |
| Participation rate | 95.0% | 75.9%+19.0pp | 74.8%+20.2pp | 69.5%+25.4pp |
| Annual return | 15.40% | 17.54%-2.1pp | 87.62%-72.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,773 | $2,415+14.8% | $2,761+0.4% | $2,042+35.8% |
| Participant deferral / active EE | $3,638 | $2,956+23.1% | $3,330+9.3% | $3,169+14.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |