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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 | $24,915 | $43,338-42.5% | $59,887-58.4% | $64,173-61.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.80% | -1.55%-1.2pp | 3.46%-6.3pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,133 | $2,030+54.4% | $2,722+15.1% | $2,381+31.6% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |