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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 | $34,085 | $64,348-47.0% | $90,162-62.2% | $70,131-51.4% |
| Participation rate | 95.9% | 70.4%+25.4pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 22.39% | 28.13%-5.7pp | 34.88%-12.5pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,092 | $4,389-29.5% | $5,287-41.5% | $3,332-7.2% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |