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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 | $73,078 | $55,002+32.9% | $59,883+22.0% | $56,287+29.8% |
| Participation rate | 98.8% | 75.9%+22.8pp | 74.7%+24.1pp | 69.9%+28.9pp |
| Annual return | -3.11% | 1.13%-4.2pp | 3.46%-6.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $3,604 | $2,448+47.2% | $2,722+32.4% | $2,111+70.7% |
| Participant deferral / active EE | $4,606 | $3,121+47.6% | $3,402+35.4% | $3,350+37.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |