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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 | $87,926 | $43,344+102.9% | $59,899+46.8% | $64,173+37.0% |
| Participation rate | 98.9% | 69.2%+29.7pp | 74.7%+24.2pp | 69.6%+29.3pp |
| Annual return | -3.83% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,597 | $2,030+27.9% | $2,723-4.6% | $2,381+9.1% |
| Participant deferral / active EE | $5,227 | $2,547+105.2% | $3,402+53.6% | $3,470+50.6% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |