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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 | $46,274 | $68,408-32.4% | $57,196-19.1% | $57,658-19.7% |
| Participation rate | 90.1% | 79.1%+11.0pp | 75.3%+14.8pp | 70.2%+19.9pp |
| Annual return | 7.32% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,509 | $2,903-13.6% | $3,096-19.0% | $3,061-18.0% |
| Admin fee / account holder | $21 | $70-70.5% | $3,141-99.3% | $95-78.3% |