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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 | $36,679 | $46,732-21.5% | $156,551-76.6% | $55,167-33.5% |
| Participation rate | 87.3% | 65.8%+21.5pp | 84.0%+3.3pp | 69.0%+18.3pp |
| Annual return | 5.55% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,302 | $2,105-38.1% | $5,501-76.3% | $1,963-33.6% |
| Participant deferral / active EE | $1,150 | $2,204-47.8% | $4,871-76.4% | $3,054-62.3% |
| Admin fee / account holder | $5 | $418-98.9% | $13,028-100.0% | $504-99.1% |