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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 | $37,113 | $54,380-31.8% | $68,509-45.8% | $59,633-37.8% |
| Participation rate | 70.2% | 70.2%0pp | 74.7%-4.5pp | 68.7%+1.5pp |
| Annual return | 1.88% | 2.83%-1.0pp | 8.27%-6.4pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $300 | $1,539-80.5% | $2,278-86.8% | $2,203-86.4% |
| Participant deferral / active EE | $1,255 | $2,643-52.5% | $3,382-62.9% | $3,192-60.7% |
| Admin fee / account holder | $1 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |