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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 | $31,502 | $59,191-46.8% | $76,767-59.0% | $56,289-44.0% |
| Participation rate | 97.2% | 75.2%+22.0pp | 77.0%+20.2pp | 69.9%+27.3pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $3,582 | $1,759+103.7% | $2,485+44.1% | $2,111+69.7% |
| Participant deferral / active EE | $4,088 | $3,255+25.6% | $3,852+6.1% | $3,350+22.0% |
| Admin fee / account holder | $23 | $489-95.4% | $6,675-99.7% | $521-95.7% |