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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 | $93,957 | $55,002+70.8% | $59,899+56.9% | $56,289+66.9% |
| Participation rate | 85.9% | 75.9%+10.0pp | 74.7%+11.2pp | 69.9%+16.1pp |
| Annual return | -3.23% | 1.13%-4.4pp | 3.46%-6.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $4,393 | $2,448+79.5% | $2,723+61.3% | $2,111+108.1% |
| Participant deferral / active EE | $4,412 | $3,121+41.4% | $3,402+29.7% | $3,350+31.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |