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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 | $62,115 | $77,816-20.2% | $123,549-49.7% | $64,181-3.2% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -6.78% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,187 | $3,014+38.9% | $4,628-9.5% | $2,381+75.9% |
| Participant deferral / active EE | $7,063 | $5,240+34.8% | $6,426+9.9% | $3,470+103.6% |
| Admin fee / account holder | $3 | $5,519-100.0% | $9,284-100.0% | $4,887-99.9% |