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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 | $70,242 | $62,543+12.3% | $83,322-15.7% | $55,725+26.1% |
| Participation rate | 98.2% | 78.4%+19.8pp | 77.8%+20.4pp | 70.9%+27.3pp |
| Annual return | -2.59% | 14.85%-17.4pp | 10.64%-13.2pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,642 | $2,427-32.4% | $3,379-51.4% | $2,078-21.0% |
| Participant deferral / active EE | $2,473 | $5,682-56.5% | $5,565-55.6% | $3,356-26.3% |
| Admin fee / account holder | $0 | $103-100.0% | $7,540-100.0% | $115-100.0% |