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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 | $36,180 | $42,910-15.7% | $60,919-40.6% | $68,490-47.2% |
| Participation rate | 96.6% | 66.8%+29.9pp | 73.1%+23.5pp | 67.9%+28.7pp |
| Annual return | -10.03% | -13.99%+4.0pp | 16.96%-27.0pp | -7.85%-2.2pp |
| Employer contribution / active EE | $1,623 | $1,978-18.0% | $2,704-40.0% | $2,597-37.5% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |