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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 | $47,095 | $70,083-32.8% | $59,899-21.4% | $55,725-15.5% |
| Participation rate | 95.5% | 78.4%+17.2pp | 74.7%+20.8pp | 70.9%+24.7pp |
| Annual return | -0.94% | 3.13%-4.1pp | 3.46%-4.4pp | 244.93%-245.9pp |
| Employer contribution / active EE | $1,420 | $2,878-50.7% | $2,723-47.9% | $2,078-31.7% |
| Participant deferral / active EE | $3,145 | $3,079+2.2% | $3,402-7.6% | $3,356-6.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |