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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 | $43,899 | $51,769-15.2% | $57,349-23.5% | $52,331-16.1% |
| Participation rate | 86.7% | 75.2%+11.4pp | 75.1%+11.6pp | 68.1%+18.6pp |
| Annual return | 2.45% | 2.43%0pp | 24.40%-22.0pp | 4.54%-2.1pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,125 | $2,794-24.0% | $3,162-32.8% | $3,022-29.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |