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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 | $54,733 | $70,083-21.9% | $59,887-8.6% | $55,725-1.8% |
| Participation rate | 96.8% | 78.4%+18.5pp | 74.7%+22.1pp | 70.9%+26.0pp |
| Annual return | -2.42% | 3.13%-5.6pp | 3.46%-5.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,582 | $2,878-45.0% | $2,722-41.9% | $2,078-23.9% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |