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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 | $38,235 | $70,475-45.7% | $100,530-62.0% | $79,858-52.1% |
| Participation rate | 98.6% | 73.7%+25.0pp | 79.4%+19.2pp | 69.6%+29.0pp |
| Annual return | 13.76% | 21.90%-8.1pp | 30.89%-17.1pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,668 | $5,181-29.2% | $6,271-41.5% | $3,740-1.9% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,083-100.0% | $5,306-100.0% |