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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 | $39,624 | $45,043-12.0% | $63,005-37.1% | $70,124-43.5% |
| Participation rate | 98.2% | 69.5%+28.7pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 11.30% | 18.76%-7.5pp | 87.59%-76.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $3,642 | $2,052+77.5% | $2,760+32.0% | $2,342+55.5% |
| Participant deferral / active EE | $3,287 | $2,466+33.3% | $3,329-1.3% | $3,332-1.4% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |