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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 | $51,613 | $43,344+19.1% | $59,899-13.8% | $64,173-19.6% |
| Participation rate | 70.8% | 69.2%+1.7pp | 74.7%-3.9pp | 69.6%+1.3pp |
| Annual return | -2.07% | -1.55%-0.5pp | 3.46%-5.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,007 | $2,030-1.1% | $2,723-26.3% | $2,381-15.7% |
| Participant deferral / active EE | $2,310 | $2,547-9.3% | $3,402-32.1% | $3,470-33.4% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |