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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 | $41,820 | $63,314-33.9% | $91,004-54.0% | $62,293-32.9% |
| Participation rate | 78.0% | 73.3%+4.6pp | 75.6%+2.4pp | 69.5%+8.5pp |
| Annual return | 14.28% | 21.00%-6.7pp | 4.60%+9.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $497 | $1,807-72.5% | $2,456-79.8% | $2,042-75.7% |
| Participant deferral / active EE | $2,174 | $2,944-26.1% | $3,548-38.7% | $3,169-31.4% |
| Admin fee / account holder | $37 | $468-92.1% | $5,417-99.3% | $479-92.3% |