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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 | $43,437 | $67,166-35.3% | $57,356-24.3% | $55,191-21.3% |
| Participation rate | 94.8% | 77.7%+17.1pp | 75.1%+19.7pp | 69.2%+25.6pp |
| Annual return | 1.47% | 4.22%-2.7pp | 24.41%-22.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $947 | $2,812-66.3% | $2,689-64.8% | $1,899-50.1% |
| Participant deferral / active EE | $1,200 | $2,835-57.7% | $3,162-62.0% | $3,046-60.6% |
| Admin fee / account holder | $4 | $44-90.8% | $3,357-99.9% | $91-95.6% |