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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 | $42,201 | $61,660-31.6% | $80,022-47.3% | $64,173-34.2% |
| Participation rate | 90.6% | 71.7%+18.9pp | 75.8%+14.8pp | 69.6%+21.1pp |
| Annual return | 1.32% | -0.33%+1.6pp | 11.22%-9.9pp | 7.63%-6.3pp |
| Employer contribution / active EE | $1,564 | $1,810-13.6% | $2,468-36.6% | $2,381-34.3% |
| Participant deferral / active EE | $3,172 | $2,968+6.9% | $3,686-14.0% | $3,470-8.6% |
| Admin fee / account holder | $5 | $5,417-99.9% | $6,521-99.9% | $4,887-99.9% |