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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 | $48,496 | $37,134+30.6% | $100,671-51.8% | $52,331-7.3% |
| Participation rate | 77.8% | 57.7%+20.2pp | 70.7%+7.1pp | 68.1%+9.7pp |
| Annual return | -0.98% | 0.10%-1.1pp | 20.43%-21.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,095 | $1,187-7.8% | $4,012-72.7% | $1,882-41.8% |
| Participant deferral / active EE | $5,271 | $2,163+143.6% | $3,144+67.7% | $3,022+74.4% |
| Admin fee / account holder | $20 | $467-95.8% | $4,850-99.6% | $592-96.6% |