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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 | $86,963 | $70,002+24.2% | $115,038-24.4% | $52,331+66.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.58% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,936 | $2,715+8.1% | $4,608-36.3% | $1,882+56.0% |
| Participant deferral / active EE | $5,981 | $4,920+21.6% | $6,026-0.8% | $3,022+97.9% |
| Admin fee / account holder | $14 | $566-97.5% | $8,175-99.8% | $592-97.6% |