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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 | $22,506 | $27,330-17.7% | $67,704-66.8% | $55,191-59.2% |
| Participation rate | 75.8% | 47.5%+28.2pp | 67.5%+8.3pp | 69.2%+6.6pp |
| Annual return | 6.27% | 8.81%-2.5pp | 25.41%-19.1pp | 10.78%-4.5pp |
| Employer contribution / active EE | $580 | $855-32.1% | $2,559-77.3% | $1,899-69.4% |
| Participant deferral / active EE | $3,036 | $1,709+77.7% | $3,585-15.3% | $3,046-0.3% |
| Admin fee / account holder | $0 | $109-100.0% | $4,255-100.0% | $91-100.0% |