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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 | $27,654 | $51,769-46.6% | $57,356-51.8% | $52,331-47.2% |
| Participation rate | 99.1% | 75.2%+23.9pp | 75.1%+24.0pp | 68.1%+31.0pp |
| Annual return | 1.81% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,308 | $2,335-1.1% | $2,689-14.1% | $1,882+22.7% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |