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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 | $100,618 | $43,338+132.2% | $59,887+68.0% | $64,173+56.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.19% | -1.55%-0.6pp | 3.46%-5.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $6,117 | $2,030+201.4% | $2,722+124.7% | $2,381+156.9% |
| Participant deferral / active EE | $6,348 | $2,547+149.2% | $3,402+86.6% | $3,470+83.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |