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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 | $34,754 | $55,002-36.8% | $59,899-42.0% | $56,289-38.3% |
| Participation rate | 87.8% | 75.9%+11.9pp | 74.7%+13.1pp | 69.9%+18.0pp |
| Annual return | 15.21% | 1.13%+14.1pp | 3.46%+11.8pp | -9.96%+25.2pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,889 | $3,121-7.4% | $3,402-15.1% | $3,350-13.7% |
| Admin fee / account holder | $0 | $236-99.9% | $3,592-100.0% | $521-99.9% |