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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 | $138,252 | $55,002+151.4% | $59,887+130.9% | $56,287+145.6% |
| Participation rate | 97.0% | 75.9%+21.1pp | 74.7%+22.3pp | 69.9%+27.2pp |
| Annual return | -3.74% | 1.13%-4.9pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,984 | $2,448+62.8% | $2,722+46.4% | $2,111+88.7% |
| Participant deferral / active EE | $6,250 | $3,121+100.3% | $3,402+83.7% | $3,350+86.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |