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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 | $32,712 | $55,002-40.5% | $59,887-45.4% | $56,287-41.9% |
| Participation rate | 97.6% | 75.9%+21.7pp | 74.7%+22.9pp | 69.9%+27.8pp |
| Annual return | 9.50% | 1.13%+8.4pp | 3.46%+6.0pp | -9.96%+19.5pp |
| Employer contribution / active EE | $1,810 | $2,448-26.1% | $2,722-33.5% | $2,111-14.3% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |