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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 | $59,124 | $57,976+2.0% | $63,018-6.2% | $62,293-5.1% |
| Participation rate | 92.9% | 75.9%+16.9pp | 74.8%+18.1pp | 69.5%+23.3pp |
| Annual return | 15.22% | 17.54%-2.3pp | 87.62%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $6,255 | $2,415+159.0% | $2,761+126.6% | $2,042+206.3% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |