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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 | $42,304 | $39,132+8.1% | $57,196-26.0% | $62,881-32.7% |
| Participation rate | 90.3% | 70.5%+19.8pp | 75.3%+15.0pp | 69.3%+21.0pp |
| Annual return | 5.90% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,437 | $2,374-39.5% | $3,096-53.6% | $3,203-55.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |