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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 | $49,787 | $64,359-22.6% | $90,161-44.8% | $70,126-29.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.30% | 28.13%-12.8pp | 34.89%-19.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,764 | $2,046+84.0% | $3,318+13.4% | $2,343+60.7% |
| Participant deferral / active EE | $2,702 | $4,389-38.4% | $5,287-48.9% | $3,332-18.9% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |