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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 | $56,263 | $52,467+7.2% | $57,196-1.6% | $55,167+2.0% |
| Participation rate | 96.7% | 75.8%+20.9pp | 75.3%+21.4pp | 69.0%+27.7pp |
| Annual return | 6.20% | 7.72%-1.5pp | 14.59%-8.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $5,176 | $2,477+108.9% | $2,683+92.9% | $1,963+163.7% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |