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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 | $76,425 | $70,002+9.2% | $115,038-33.6% | $52,331+46.0% |
| Participation rate | 97.9% | 72.1%+25.8pp | 81.4%+16.5pp | 68.1%+29.8pp |
| Annual return | -0.01% | 4.04%-4.0pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,795 | $2,715+2.9% | $4,608-39.4% | $1,882+48.5% |
| Participant deferral / active EE | $9,383 | $4,920+90.7% | $6,026+55.7% | $3,022+210.5% |
| Admin fee / account holder | -$50 | $566-108.8% | $8,175-100.6% | $592-108.4% |