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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 | $29,766 | $43,333-31.3% | $59,883-50.3% | $64,181-53.6% |
| Participation rate | 98.8% | 69.2%+29.6pp | 74.7%+24.0pp | 69.6%+29.2pp |
| Annual return | 9.07% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.4pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,356 | $2,547+71.0% | $3,402+28.0% | $3,470+25.5% |
| Admin fee / account holder | $28 | $3,006-99.1% | $3,591-99.2% | $4,887-99.4% |