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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 | $85,229 | $55,002+55.0% | $59,887+42.3% | $56,287+51.4% |
| Participation rate | 93.8% | 75.9%+17.8pp | 74.7%+19.0pp | 69.9%+23.9pp |
| Annual return | -2.74% | 1.13%-3.9pp | 3.46%-6.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,208 | $2,448+31.1% | $2,722+17.9% | $2,111+52.0% |
| Participant deferral / active EE | $2,712 | $3,121-13.1% | $3,402-20.3% | $3,350-19.0% |
| Admin fee / account holder | $7 | $236-97.2% | $3,591-99.8% | $521-98.7% |