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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 | $75,730 | $55,002+37.7% | $59,887+26.5% | $56,287+34.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -2.50% | 1.13%-3.6pp | 3.46%-6.0pp | -9.96%+7.5pp |
| Employer contribution / active EE | $3,170 | $2,448+29.5% | $2,722+16.4% | $2,111+50.2% |
| Participant deferral / active EE | $3,501 | $3,121+12.2% | $3,402+2.9% | $3,350+4.5% |
| Admin fee / account holder | $0 | $236-99.9% | $3,591-100.0% | $521-100.0% |