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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 | $88,406 | $55,002+60.7% | $59,887+47.6% | $56,287+57.1% |
| Participation rate | 98.5% | 75.9%+22.6pp | 74.7%+23.8pp | 69.9%+28.7pp |
| Annual return | -2.76% | 1.13%-3.9pp | 3.46%-6.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,715 | $2,448+10.9% | $2,722-0.3% | $2,111+28.6% |
| Participant deferral / active EE | $4,604 | $3,121+47.5% | $3,402+35.3% | $3,350+37.4% |
| Admin fee / account holder | $22 | $236-90.6% | $3,591-99.4% | $521-95.7% |