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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 | $49,885 | $73,102-31.8% | $123,549-59.6% | $56,287-11.4% |
| Participation rate | 83.0% | 74.3%+8.7pp | 82.3%+0.7pp | 69.9%+13.1pp |
| Annual return | -2.13% | 3.01%-5.1pp | 119.20%-121.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $2,619 | $2,977-12.0% | $4,628-43.4% | $2,111+24.1% |
| Participant deferral / active EE | $4,835 | $5,423-10.8% | $6,426-24.8% | $3,350+44.3% |
| Admin fee / account holder | $17 | $554-96.9% | $9,284-99.8% | $521-96.7% |