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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 | $40,363 | $32,037+26.0% | $69,182-41.7% | $62,881-35.8% |
| Participation rate | 92.2% | 43.4%+48.8pp | 55.1%+37.1pp | 69.3%+22.9pp |
| Annual return | 6.35% | 15.16%-8.8pp | -21.93%+28.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $657 | $679-3.2% | $1,206-45.5% | $2,281-71.2% |
| Participant deferral / active EE | $1,466 | $1,185+23.7% | $1,897-22.7% | $3,203-54.2% |
| Admin fee / account holder | $42 | $2,608-98.4% | $2,697-98.4% | $4,296-99.0% |