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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 | $46,403 | $60,989-23.9% | $60,919-23.8% | $66,949-30.7% |
| Participation rate | 82.5% | 74.5%+8.0pp | 73.1%+9.4pp | 69.8%+12.7pp |
| Annual return | -15.33% | -9.60%-5.7pp | 16.96%-32.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $3,118 | $2,661+17.2% | $2,704+15.3% | $2,545+22.5% |
| Participant deferral / active EE | $3,392 | $3,615-6.1% | $3,814-11.1% | $4,239-20.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |