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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 | $35,612 | $39,132-9.0% | $57,196-37.7% | $62,881-43.4% |
| Participation rate | 87.7% | 70.5%+17.2pp | 75.3%+12.3pp | 69.3%+18.3pp |
| Annual return | 7.45% | 9.24%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,323 | $2,374-44.3% | $3,096-57.3% | $3,203-58.7% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |