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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 | $78,841 | $70,083+12.5% | $59,899+31.6% | $55,725+41.5% |
| Participation rate | 92.0% | 78.4%+13.6pp | 74.7%+17.3pp | 70.9%+21.1pp |
| Annual return | -2.82% | 3.13%-5.9pp | 3.46%-6.3pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,404 | $2,878-51.2% | $2,723-48.5% | $2,078-32.5% |
| Participant deferral / active EE | $2,747 | $3,079-10.8% | $3,402-19.3% | $3,356-18.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |