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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 | $30,958 | $39,132-20.9% | $57,196-45.9% | $62,881-50.8% |
| Participation rate | 94.7% | 70.5%+24.3pp | 75.3%+19.4pp | 69.3%+25.4pp |
| Annual return | 8.28% | 9.24%-1.0pp | 14.59%-6.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,567 | $2,374+8.1% | $3,096-17.1% | $3,203-19.9% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |