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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 | $108,877 | $43,338+151.2% | $59,887+81.8% | $64,173+69.7% |
| Participation rate | 93.1% | 69.2%+23.9pp | 74.7%+18.4pp | 69.6%+23.5pp |
| Annual return | -0.39% | -1.55%+1.2pp | 3.46%-3.9pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,239 | $2,030+10.3% | $2,722-17.8% | $2,381-6.0% |
| Participant deferral / active EE | $4,668 | $2,547+83.3% | $3,402+37.2% | $3,470+34.6% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |