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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 | $40,965 | $70,083-41.5% | $59,887-31.6% | $55,725-26.5% |
| Participation rate | 98.7% | 78.4%+20.4pp | 74.7%+24.0pp | 70.9%+27.9pp |
| Annual return | 7.86% | 3.13%+4.7pp | 3.46%+4.4pp | 244.93%-237.1pp |
| Employer contribution / active EE | $1,429 | $2,878-50.4% | $2,722-47.5% | $2,078-31.2% |
| Participant deferral / active EE | $2,227 | $3,079-27.7% | $3,402-34.5% | $3,356-33.6% |
| Admin fee / account holder | $14 | $70-79.4% | $3,591-99.6% | $115-87.4% |