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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 | $29,435 | $39,132-24.8% | $57,196-48.5% | $62,881-53.2% |
| Participation rate | 97.7% | 70.5%+27.2pp | 75.3%+22.3pp | 69.3%+28.4pp |
| Annual return | 1.28% | 9.24%-8.0pp | 14.59%-13.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $2,609 | $1,874+39.2% | $2,683-2.7% | $2,281+14.4% |
| 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% |