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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 | $38,446 | $65,582-41.4% | $64,097-40.0% | $71,529-46.3% |
| Participation rate | 96.2% | 73.2%+23.0pp | 72.3%+23.9pp | 67.9%+28.3pp |
| Annual return | 12.85% | 18.96%-6.1pp | 33.75%-20.9pp | 28.97%-16.1pp |
| Employer contribution / active EE | $4,038 | $2,671+51.2% | $2,750+46.8% | $2,590+55.9% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |