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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 | $44,409 | $56,287-21.1% | $80,977-45.2% | $62,881-29.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.44% | 22.13%-15.7pp | 17.11%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,946 | $1,943+103.1% | $3,715+6.2% | $2,281+73.0% |
| Participant deferral / active EE | $2,739 | $4,196-34.7% | $5,696-51.9% | $3,203-14.5% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |