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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 | $70,577 | $55,002+28.3% | $59,887+17.8% | $56,287+25.4% |
| Participation rate | 85.2% | 75.9%+9.3pp | 74.7%+10.5pp | 69.9%+15.4pp |
| Annual return | -4.69% | 1.13%-5.8pp | 3.46%-8.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,497 | $2,448+2.0% | $2,722-8.3% | $2,111+18.3% |
| Participant deferral / active EE | $4,535 | $3,121+45.3% | $3,402+33.3% | $3,350+35.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |