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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 | $29,857 | $52,467-43.1% | $57,196-47.8% | $55,167-45.9% |
| Participation rate | 96.7% | 75.8%+20.9pp | 75.3%+21.4pp | 69.0%+27.7pp |
| Annual return | 7.05% | 7.72%-0.7pp | 14.59%-7.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,968 | $2,477-20.6% | $2,683-26.6% | $1,963+0.3% |
| Participant deferral / active EE | $3,202 | $2,830+13.2% | $3,096+3.4% | $3,054+4.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |