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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 | $55,705 | $54,162+2.8% | $68,612-18.8% | $64,173-13.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.25% | -1.62%-2.6pp | -4.63%+0.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,275 | $1,846+131.6% | $2,625+62.8% | $2,381+79.5% |
| Participant deferral / active EE | $1,562 | $2,626-40.5% | $3,311-52.8% | $3,470-55.0% |
| Admin fee / account holder | $7 | $4,029-99.8% | $5,131-99.9% | $4,887-99.8% |