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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 | $79,447 | $55,002+44.4% | $59,887+32.7% | $56,287+41.1% |
| Participation rate | 96.2% | 75.9%+20.2pp | 74.7%+21.5pp | 69.9%+26.3pp |
| Annual return | -2.69% | 1.13%-3.8pp | 3.46%-6.2pp | -9.96%+7.3pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,003 | $3,121-3.8% | $3,402-11.7% | $3,350-10.3% |
| Admin fee / account holder | $235 | $236-0.5% | $3,591-93.5% | $521-55.0% |