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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 | $41,124 | $43,344-5.1% | $59,899-31.3% | $64,173-35.9% |
| Participation rate | 96.6% | 69.2%+27.5pp | 74.7%+21.9pp | 69.6%+27.0pp |
| Annual return | -2.98% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,873 | $2,030-7.7% | $2,723-31.2% | $2,381-21.3% |
| Participant deferral / active EE | $2,203 | $2,547-13.5% | $3,402-35.3% | $3,470-36.5% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |