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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 | $65,892 | $43,338+52.0% | $59,887+10.0% | $64,173+2.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.35% | -1.55%-1.8pp | 3.46%-6.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,709 | $2,030+82.7% | $2,722+36.2% | $2,381+55.8% |
| Participant deferral / active EE | $6,010 | $2,547+135.9% | $3,402+76.6% | $3,470+73.2% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |