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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 | $63,196 | $43,333+45.8% | $59,883+5.5% | $64,181-1.5% |
| Participation rate | 94.9% | 69.2%+25.8pp | 74.7%+20.2pp | 69.6%+25.4pp |
| Annual return | -4.06% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,305 | $2,029+13.6% | $2,722-15.3% | $2,381-3.2% |
| Participant deferral / active EE | $3,779 | $2,547+48.4% | $3,402+11.1% | $3,470+8.9% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |