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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 | $34,512 | $73,102-52.8% | $123,553-72.1% | $56,289-38.7% |
| Participation rate | 87.3% | 74.3%+13.0pp | 82.3%+5.0pp | 69.9%+17.5pp |
| Annual return | -3.44% | 3.01%-6.4pp | 119.21%-122.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,029 | $2,977-65.4% | $4,628-77.8% | $2,111-51.2% |
| Participant deferral / active EE | $3,150 | $5,423-41.9% | $6,426-51.0% | $3,350-6.0% |
| Admin fee / account holder | $92 | $554-83.3% | $9,284-99.0% | $521-82.3% |