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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 | $33,740 | $39,132-13.8% | $57,196-41.0% | $62,881-46.3% |
| Participation rate | 98.4% | 70.5%+27.9pp | 75.3%+23.1pp | 69.3%+29.1pp |
| Annual return | 10.60% | 9.24%+1.4pp | 14.59%-4.0pp | 20.14%-9.5pp |
| Employer contribution / active EE | $749 | $1,874-60.0% | $2,683-72.1% | $2,281-67.2% |
| Participant deferral / active EE | $749 | $2,374-68.4% | $3,096-75.8% | $3,203-76.6% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |