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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 | $33,591 | $39,132-14.2% | $57,196-41.3% | $62,881-46.6% |
| Participation rate | 97.6% | 70.5%+27.1pp | 75.3%+22.2pp | 69.3%+28.3pp |
| Annual return | 5.66% | 9.24%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $9,218 | $1,874+391.9% | $2,683+243.6% | $2,281+304.1% |
| 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% |