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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 | $40,546 | $59,191-31.5% | $76,767-47.2% | $56,289-28.0% |
| Participation rate | 95.4% | 75.2%+20.2pp | 77.0%+18.4pp | 69.9%+25.5pp |
| Annual return | -1.04% | 6.62%-7.7pp | 2.43%-3.5pp | -9.96%+8.9pp |
| Employer contribution / active EE | $769 | $1,759-56.3% | $2,485-69.0% | $2,111-63.6% |
| Participant deferral / active EE | $2,456 | $3,255-24.5% | $3,852-36.2% | $3,350-26.7% |
| Admin fee / account holder | $10 | $489-97.9% | $6,675-99.8% | $521-98.0% |