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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 | $15,606 | $39,859-60.8% | $78,676-80.2% | $57,658-72.9% |
| Participation rate | 97.7% | 66.1%+31.6pp | 73.6%+24.2pp | 70.2%+27.5pp |
| Annual return | 6.72% | 18.96%-12.2pp | 62.19%-55.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $879 | $1,786-50.8% | $2,850-69.2% | $1,974-55.5% |
| Participant deferral / active EE | $1,909 | $2,248-15.1% | $3,517-45.7% | $3,061-37.6% |
| Admin fee / account holder | $13 | $76-83.4% | $4,510-99.7% | $95-86.6% |