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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 | $70,572 | $55,002+28.3% | $59,899+17.8% | $56,289+25.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.49% | 1.13%-4.6pp | 3.46%-7.0pp | -9.96%+6.5pp |
| Employer contribution / active EE | $5,171 | $2,448+111.3% | $2,723+89.9% | $2,111+145.0% |
| Participant deferral / active EE | $5,503 | $3,121+76.3% | $3,402+61.7% | $3,350+64.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |