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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 | $77,388 | $57,108+35.5% | $94,229-17.9% | $52,331+47.9% |
| Participation rate | 79.4% | 72.9%+6.5pp | 78.8%+0.7pp | 68.1%+11.3pp |
| Annual return | -0.51% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,150 | $3,040+36.5% | $4,320-3.9% | $3,022+37.3% |
| Admin fee / account holder | $50 | $546-90.8% | $6,269-99.2% | $592-91.5% |