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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 | $43,411 | $39,132+10.9% | $57,196-24.1% | $62,881-31.0% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.1pp | 69.3%+28.2pp |
| Annual return | 5.80% | 9.24%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,596 | $1,874-14.8% | $2,683-40.5% | $2,281-30.0% |
| Participant deferral / active EE | $1,815 | $2,374-23.6% | $3,096-41.4% | $3,203-43.3% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |