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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 | $30,358 | $42,909-29.3% | $60,906-50.2% | $68,486-55.7% |
| Participation rate | 93.9% | 66.8%+27.2pp | 73.1%+20.8pp | 67.9%+26.0pp |
| Annual return | -12.02% | -13.99%+2.0pp | 16.94%-29.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $3,800 | $1,979+92.1% | $2,703+40.6% | $2,597+46.4% |
| 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% | $3,227-100.0% | $5,404-100.0% |