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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 | $27,609 | $43,338-36.3% | $59,887-53.9% | $64,173-57.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.79% | -1.55%+9.3pp | 3.46%+4.3pp | 7.63%+0.2pp |
| Employer contribution / active EE | $5,321 | $2,030+162.1% | $2,722+95.5% | $2,381+123.5% |
| Participant deferral / active EE | $2,128 | $2,547-16.5% | $3,402-37.5% | $3,470-38.7% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |