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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 | $78,681 | $63,924+23.1% | $108,582-27.5% | $55,167+42.6% |
| Participation rate | 74.5% | 74.3%+0.2pp | 79.6%-5.0pp | 69.0%+5.6pp |
| Annual return | 8.61% | 15.31%-6.7pp | -51.70%+60.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,634 | $1,879-13.0% | $3,758-56.5% | $1,963-16.7% |
| Participant deferral / active EE | $2,158 | $3,067-29.6% | $4,311-49.9% | $3,054-29.3% |
| Admin fee / account holder | $52 | $618-91.6% | $7,645-99.3% | $504-89.6% |