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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 | $33,741 | $43,344-22.2% | $59,899-43.7% | $64,173-47.4% |
| Participation rate | 89.5% | 69.2%+20.3pp | 74.7%+14.8pp | 69.6%+19.9pp |
| Annual return | -3.22% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $5,071 | $2,030+149.9% | $2,723+86.3% | $2,381+113.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |