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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 | $21,060 | $50,106-58.0% | $69,779-69.8% | $57,658-63.5% |
| Participation rate | 74.2% | 70.9%+3.3pp | 71.8%+2.4pp | 70.2%+4.0pp |
| Annual return | 9.49% | 14.58%-5.1pp | 12.99%-3.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $447 | $1,739-74.3% | $2,338-80.9% | $1,974-77.4% |
| Participant deferral / active EE | $1,348 | $2,486-45.8% | $2,931-54.0% | $3,061-56.0% |
| Admin fee / account holder | $17 | $89-80.7% | $4,381-99.6% | $95-81.8% |