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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 | $88,143 | $55,002+60.3% | $59,883+47.2% | $56,287+56.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -2.79% | 1.13%-3.9pp | 3.46%-6.3pp | -9.96%+7.2pp |
| Employer contribution / active EE | $4,066 | $2,448+66.1% | $2,722+49.4% | $2,111+92.6% |
| Participant deferral / active EE | $5,112 | $3,121+63.8% | $3,402+50.3% | $3,350+52.6% |
| Admin fee / account holder | $17 | $236-93.0% | $3,591-99.5% | $521-96.8% |