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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 | $90,092 | $60,989+47.7% | $60,899+47.9% | $66,930+34.6% |
| Participation rate | 93.4% | 74.5%+18.9pp | 73.1%+20.3pp | 69.8%+23.6pp |
| Annual return | -12.11% | -9.60%-2.5pp | 16.92%-29.0pp | 1.57%-13.7pp |
| Employer contribution / active EE | $2,543 | $2,661-4.4% | $2,702-5.9% | $2,545-0.1% |
| Participant deferral / active EE | $2,586 | $3,615-28.5% | $3,817-32.2% | $4,238-39.0% |
| Admin fee / account holder | $165 | $338-51.2% | $3,225-94.9% | $593-72.2% |