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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 | $42,963 | $68,408-37.2% | $57,196-24.9% | $57,658-25.5% |
| Participation rate | 98.3% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.1pp |
| Annual return | 7.62% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,674 | $2,869-41.6% | $2,683-37.6% | $1,974-15.2% |
| Participant deferral / active EE | $2,177 | $2,903-25.0% | $3,096-29.7% | $3,061-28.9% |
| Admin fee / account holder | $7 | $70-89.9% | $3,141-99.8% | $95-92.5% |