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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 | $29,152 | $67,166-56.6% | $57,356-49.2% | $55,191-47.2% |
| Participation rate | 92.0% | 77.7%+14.2pp | 75.1%+16.9pp | 69.2%+22.8pp |
| Annual return | 2.45% | 4.22%-1.8pp | 24.41%-22.0pp | 10.78%-8.3pp |
| Employer contribution / active EE | $2,656 | $2,812-5.5% | $2,689-1.2% | $1,899+39.9% |
| Participant deferral / active EE | $2,724 | $2,835-3.9% | $3,162-13.8% | $3,046-10.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |