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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 | $36,089 | $39,132-7.8% | $57,196-36.9% | $62,881-42.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.65% | 9.24%-7.6pp | 14.59%-12.9pp | 20.14%-18.5pp |
| Employer contribution / active EE | $2,149 | $1,874+14.7% | $2,683-19.9% | $2,281-5.8% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |