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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 | $93,990 | $55,002+70.9% | $59,887+56.9% | $56,287+67.0% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.7%+24.3pp | 69.9%+29.2pp |
| Annual return | -4.07% | 1.13%-5.2pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,539 | $2,448+85.4% | $2,722+66.7% | $2,111+115.0% |
| Participant deferral / active EE | $3,938 | $3,121+26.2% | $3,402+15.7% | $3,350+17.6% |
| Admin fee / account holder | $40 | $236-82.9% | $3,591-98.9% | $521-92.3% |