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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 | $33,769 | $33,067+2.1% | $76,523-55.9% | $56,287-40.0% |
| Participation rate | 72.3% | 55.4%+16.9pp | 68.0%+4.3pp | 69.9%+2.4pp |
| Annual return | -7.56% | 2.72%-10.3pp | -0.27%-7.3pp | -9.96%+2.4pp |
| Employer contribution / active EE | $2,530 | $1,200+110.8% | $2,647-4.4% | $2,111+19.9% |
| Participant deferral / active EE | $3,550 | $2,240+58.5% | $3,835-7.4% | $3,350+6.0% |
| Admin fee / account holder | $26 | $537-95.2% | $4,848-99.5% | $521-95.0% |