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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 | $47,245 | $67,166-29.7% | $57,349-17.6% | $55,191-14.4% |
| Participation rate | 95.9% | 77.7%+18.2pp | 75.1%+20.9pp | 69.2%+26.8pp |
| Annual return | 1.45% | 4.22%-2.8pp | 24.40%-23.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,864 | $2,812-33.7% | $2,689-30.7% | $1,899-1.8% |
| Participant deferral / active EE | $2,221 | $2,835-21.7% | $3,162-29.8% | $3,046-27.1% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |