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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 | $10,091 | $42,383-76.2% | $76,518-86.8% | $64,173-84.3% |
| Participation rate | 85.2% | 58.1%+27.1pp | 68.0%+17.2pp | 69.6%+15.7pp |
| Annual return | -7.27% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $538 | $1,563-65.6% | $2,647-79.7% | $2,381-77.4% |
| Participant deferral / active EE | $1,437 | $2,566-44.0% | $3,836-62.5% | $3,470-58.6% |
| Admin fee / account holder | $82 | $3,198-97.4% | $4,849-98.3% | $4,887-98.3% |