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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 | $83,281 | $43,338+92.2% | $59,887+39.1% | $64,173+29.8% |
| Participation rate | 94.9% | 69.2%+25.7pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | -4.28% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,059 | $2,030+1.4% | $2,722-24.4% | $2,381-13.5% |
| Participant deferral / active EE | $4,872 | $2,547+91.2% | $3,402+43.2% | $3,470+40.4% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |