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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 | $64,011 | $43,504+47.1% | $68,612-6.7% | $56,287+13.7% |
| Participation rate | 96.6% | 67.8%+28.8pp | 72.2%+24.4pp | 69.9%+26.8pp |
| Annual return | -4.63% | -3.15%-1.5pp | -4.63%0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $5,093 | $1,525+233.9% | $2,625+94.0% | $2,111+141.2% |
| Participant deferral / active EE | $5,463 | $2,509+117.8% | $3,311+65.0% | $3,350+63.1% |
| Admin fee / account holder | $28 | $515-94.6% | $5,131-99.5% | $521-94.6% |