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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 | $31,873 | $55,002-42.1% | $59,883-46.8% | $56,287-43.4% |
| Participation rate | 78.3% | 75.9%+2.3pp | 74.7%+3.6pp | 69.9%+8.4pp |
| Annual return | 11.42% | 1.13%+10.3pp | 3.46%+8.0pp | -9.96%+21.4pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,314 | $3,121-57.9% | $3,402-61.4% | $3,350-60.8% |
| Admin fee / account holder | $15 | $236-93.7% | $3,591-99.6% | $521-97.1% |