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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 | $58,954 | $55,002+7.2% | $59,899-1.6% | $56,289+4.7% |
| Participation rate | 92.1% | 75.9%+16.2pp | 74.7%+17.4pp | 69.9%+22.2pp |
| Annual return | -3.98% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $4,902 | $2,448+100.2% | $2,723+80.0% | $2,111+132.2% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |