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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 | $54,026 | $52,467+3.0% | $57,196-5.5% | $55,167-2.1% |
| Participation rate | 89.9% | 75.8%+14.0pp | 75.3%+14.5pp | 69.0%+20.9pp |
| Annual return | 7.83% | 7.72%+0.1pp | 14.59%-6.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $5,664 | $2,477+128.6% | $2,683+111.1% | $1,963+188.6% |
| 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% |