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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 | $31,126 | $37,134-16.2% | $100,671-69.1% | $52,331-40.5% |
| Participation rate | 97.8% | 57.7%+40.2pp | 70.7%+27.1pp | 68.1%+29.7pp |
| Annual return | 1.93% | 0.10%+1.8pp | 20.43%-18.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,262 | $1,187+90.6% | $4,012-43.6% | $1,882+20.2% |
| Participant deferral / active EE | $1,897 | $2,163-12.3% | $3,144-39.6% | $3,022-37.2% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |