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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 | $44,957 | $43,344+3.7% | $59,899-24.9% | $64,173-29.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.19% | -1.55%-1.6pp | 3.46%-6.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,262 | $2,030-37.8% | $2,723-53.7% | $2,381-47.0% |
| Participant deferral / active EE | $1,262 | $2,547-50.5% | $3,402-62.9% | $3,470-63.6% |
| Admin fee / account holder | $15 | $3,008-99.5% | $3,592-99.6% | $4,887-99.7% |