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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 | $73,577 | $55,002+33.8% | $59,887+22.9% | $56,287+30.7% |
| Participation rate | 97.3% | 75.9%+21.4pp | 74.7%+22.6pp | 69.9%+27.4pp |
| Annual return | -3.53% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $7,474 | $2,448+205.3% | $2,722+174.5% | $2,111+254.0% |
| Participant deferral / active EE | $4,441 | $3,121+42.3% | $3,402+30.5% | $3,350+32.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |