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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 | $86,223 | $70,083+23.0% | $59,883+44.0% | $55,725+54.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.21% | 3.13%-6.3pp | 3.46%-6.7pp | 244.93%-248.1pp |
| Employer contribution / active EE | $4,024 | $2,878+39.8% | $2,722+47.8% | $2,078+93.7% |
| Participant deferral / active EE | $2,444 | $3,079-20.6% | $3,402-28.2% | $3,356-27.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |