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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 | $83,503 | $55,002+51.8% | $59,899+39.4% | $56,289+48.3% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -2.73% | 1.13%-3.9pp | 3.46%-6.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,300 | $2,448+34.8% | $2,723+21.2% | $2,111+56.3% |
| Participant deferral / active EE | $3,836 | $3,121+22.9% | $3,402+12.8% | $3,350+14.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |