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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 | $96,190 | $70,083+37.3% | $59,899+60.6% | $55,727+72.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.30% | 3.13%-6.4pp | 3.46%-6.8pp | 244.94%-248.2pp |
| Employer contribution / active EE | $3,398 | $2,878+18.1% | $2,723+24.8% | $2,078+63.5% |
| Participant deferral / active EE | $2,681 | $3,079-12.9% | $3,403-21.2% | $3,356-20.1% |
| Admin fee / account holder | $4 | $70-94.2% | $3,592-99.9% | $115-96.4% |