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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 | $45,260 | $48,576-6.8% | $169,452-73.3% | $56,287-19.6% |
| Participation rate | 86.1% | 65.8%+20.3pp | 77.8%+8.3pp | 69.9%+16.3pp |
| Annual return | 0.92% | -2.51%+3.4pp | 1.83%-0.9pp | -9.96%+10.9pp |
| Employer contribution / active EE | $3,070 | $1,559+96.9% | $4,157-26.1% | $2,111+45.4% |
| Participant deferral / active EE | $4,654 | $3,275+42.1% | $5,277-11.8% | $3,350+38.9% |
| Admin fee / account holder | $55 | $435-87.4% | $9,110-99.4% | $521-89.4% |