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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 | $41,202 | $70,083-41.2% | $59,899-31.2% | $55,725-26.1% |
| Participation rate | 93.7% | 78.4%+15.3pp | 74.7%+19.0pp | 70.9%+22.8pp |
| Annual return | -3.04% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $2,081 | $2,878-27.7% | $2,723-23.6% | $2,078+0.1% |
| Participant deferral / active EE | $2,791 | $3,079-9.3% | $3,402-18.0% | $3,356-16.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |