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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 | $26,720 | $39,132-31.7% | $57,196-53.3% | $62,881-57.5% |
| Participation rate | 98.6% | 70.5%+28.2pp | 75.3%+23.3pp | 69.3%+29.3pp |
| Annual return | 5.45% | 9.24%-3.8pp | 14.59%-9.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $4,909 | $1,874+162.0% | $2,683+83.0% | $2,281+115.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |