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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 | $50,241 | $67,166-25.2% | $57,349-12.4% | $55,191-9.0% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.1pp | 69.2%+26.0pp |
| Annual return | 1.73% | 4.22%-2.5pp | 24.40%-22.7pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,210 | $2,812-57.0% | $2,689-55.0% | $1,899-36.3% |
| Participant deferral / active EE | $1,952 | $2,835-31.1% | $3,162-38.3% | $3,046-35.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |