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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 | $24,663 | $55,002-55.2% | $59,887-58.8% | $56,287-56.2% |
| Participation rate | 97.1% | 75.9%+21.2pp | 74.7%+22.4pp | 69.9%+27.3pp |
| Annual return | 11.98% | 1.13%+10.8pp | 3.46%+8.5pp | -9.96%+21.9pp |
| Employer contribution / active EE | $1,279 | $2,448-47.8% | $2,722-53.0% | $2,111-39.4% |
| Participant deferral / active EE | $3,271 | $3,121+4.8% | $3,402-3.9% | $3,350-2.4% |
| Admin fee / account holder | $24 | $236-90.0% | $3,591-99.3% | $521-95.5% |