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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 | $34,002 | $43,333-21.5% | $59,883-43.2% | $64,186-47.0% |
| Participation rate | 98.3% | 69.2%+29.2pp | 74.7%+23.6pp | 69.6%+28.8pp |
| Annual return | -3.28% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,637 | $2,547+3.5% | $3,402-22.5% | $3,470-24.0% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,888-100.0% |