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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 | $27,517 | $39,132-29.7% | $57,196-51.9% | $62,881-56.2% |
| Participation rate | 96.2% | 70.5%+25.7pp | 75.3%+20.8pp | 69.3%+26.8pp |
| Annual return | 5.85% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $611 | $1,874-67.4% | $2,683-77.2% | $2,281-73.2% |
| Participant deferral / active EE | $1,047 | $2,374-55.9% | $3,096-66.2% | $3,203-67.3% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |