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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 | $27,865 | $60,795-54.2% | $69,464-59.9% | $65,185-57.3% |
| Participation rate | 90.6% | 74.9%+15.7pp | 74.6%+16.0pp | 70.2%+20.4pp |
| Annual return | 16.96% | 17.46%-0.5pp | 28.98%-12.0pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,335 | $2,452-45.6% | $2,779-52.0% | $2,177-38.7% |
| Participant deferral / active EE | $1,447 | $3,162-54.2% | $3,536-59.1% | $3,514-58.8% |
| Admin fee / account holder | $25 | $314-92.0% | $3,840-99.3% | $847-97.0% |