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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 | $57,170 | $42,909+33.2% | $60,906-6.1% | $68,486-16.5% |
| Participation rate | 92.3% | 66.8%+25.5pp | 73.1%+19.2pp | 67.9%+24.4pp |
| Annual return | -13.11% | -13.99%+0.9pp | 16.94%-30.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3,298 | $1,979+66.7% | $2,703+22.0% | $2,597+27.0% |
| Participant deferral / active EE | $3,298 | $2,866+15.1% | $3,814-13.5% | $4,028-18.1% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |