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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 | $16,715 | $36,916-54.7% | $156,551-89.3% | $57,658-71.0% |
| Participation rate | 94.9% | 63.4%+31.5pp | 84.0%+10.9pp | 70.2%+24.7pp |
| Annual return | 8.55% | 12.38%-3.8pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $727 | $1,571-53.7% | $5,501-86.8% | $1,974-63.2% |
| Participant deferral / active EE | $1,921 | $1,926-0.2% | $4,871-60.6% | $3,061-37.2% |
| Admin fee / account holder | $10 | $82-88.0% | $13,028-99.9% | $95-89.5% |