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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 | $35,594 | $52,467-32.2% | $57,196-37.8% | $55,167-35.5% |
| Participation rate | 95.6% | 75.8%+19.7pp | 75.3%+20.2pp | 69.0%+26.6pp |
| Annual return | 5.70% | 7.72%-2.0pp | 14.59%-8.9pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,313 | $2,477-6.6% | $2,683-13.8% | $1,963+17.8% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $11 | $269-95.8% | $3,141-99.6% | $504-97.8% |