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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 | $121,363 | $48,576+149.8% | $169,452-28.4% | $56,287+115.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -4.08% | -2.51%-1.6pp | 1.83%-5.9pp | -9.96%+5.9pp |
| Employer contribution / active EE | $5,503 | $1,559+253.0% | $4,157+32.4% | $2,111+160.7% |
| Participant deferral / active EE | $8,185 | $3,275+149.9% | $5,277+55.1% | $3,350+144.3% |
| Admin fee / account holder | $25 | $435-94.2% | $9,110-99.7% | $521-95.1% |