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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 | $74,488 | $43,333+71.9% | $59,883+24.4% | $64,181+16.1% |
| Participation rate | 97.3% | 69.2%+28.1pp | 74.7%+22.6pp | 69.6%+27.7pp |
| Annual return | -2.87% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,122 | $2,029+53.8% | $2,722+14.7% | $2,381+31.1% |
| Participant deferral / active EE | $3,523 | $2,547+38.3% | $3,402+3.6% | $3,470+1.5% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |