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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 | $51,883 | $55,002-5.7% | $59,899-13.4% | $56,289-7.8% |
| Participation rate | 97.0% | 75.9%+21.1pp | 74.7%+22.3pp | 69.9%+27.1pp |
| Annual return | 9.47% | 1.13%+8.3pp | 3.46%+6.0pp | -9.96%+19.4pp |
| Employer contribution / active EE | $1,483 | $2,448-39.4% | $2,723-45.5% | $2,111-29.7% |
| Participant deferral / active EE | $1,710 | $3,121-45.2% | $3,402-49.7% | $3,350-49.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |