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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 | $64,383 | $60,989+5.6% | $60,919+5.7% | $66,949-3.8% |
| Participation rate | 98.4% | 74.5%+23.9pp | 73.1%+25.2pp | 69.8%+28.5pp |
| Annual return | -10.59% | -9.60%-1.0pp | 16.96%-27.5pp | 1.57%-12.2pp |
| Employer contribution / active EE | $2,380 | $2,661-10.6% | $2,704-12.0% | $2,545-6.5% |
| Participant deferral / active EE | $3,100 | $3,615-14.3% | $3,814-18.7% | $4,239-26.9% |
| Admin fee / account holder | $96 | $338-71.8% | $3,228-97.0% | $594-83.9% |