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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 | $54,791 | $51,769+5.8% | $57,356-4.5% | $52,331+4.7% |
| Participation rate | 95.7% | 75.2%+20.5pp | 75.1%+20.6pp | 68.1%+27.6pp |
| Annual return | 1.54% | 2.43%-0.9pp | 24.41%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $4,782 | $2,335+104.8% | $2,689+77.9% | $1,882+154.1% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |