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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 | $24,572 | $51,769-52.5% | $57,356-57.2% | $52,331-53.0% |
| Participation rate | 96.3% | 75.2%+21.1pp | 75.1%+21.2pp | 68.1%+28.2pp |
| Annual return | 2.52% | 2.43%+0.1pp | 24.41%-21.9pp | 4.54%-2.0pp |
| Employer contribution / active EE | $3,573 | $2,335+53.0% | $2,689+32.9% | $1,882+89.9% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |