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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 | $67,340 | $57,108+17.9% | $94,229-28.5% | $52,331+28.7% |
| Participation rate | 98.0% | 72.9%+25.0pp | 78.8%+19.2pp | 68.1%+29.9pp |
| Annual return | -1.13% | 1.47%-2.6pp | 10.68%-11.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $5,621 | $1,735+223.9% | $3,587+56.7% | $1,882+198.7% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |