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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 | $62,067 | $60,989+1.8% | $60,899+1.9% | $66,930-7.3% |
| Participation rate | 98.1% | 74.5%+23.6pp | 73.1%+25.0pp | 69.8%+28.3pp |
| Annual return | -13.34% | -9.60%-3.7pp | 16.92%-30.3pp | 1.57%-14.9pp |
| Employer contribution / active EE | $3,774 | $2,661+41.8% | $2,702+39.7% | $2,545+48.3% |
| Participant deferral / active EE | $3,634 | $3,615+0.5% | $3,817-4.8% | $4,238-14.2% |
| Admin fee / account holder | $18 | $338-94.5% | $3,225-99.4% | $593-96.9% |