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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 | $12,640 | $42,383-70.2% | $76,518-83.5% | $64,173-80.3% |
| Participation rate | 74.6% | 58.1%+16.5pp | 68.0%+6.6pp | 69.6%+5.1pp |
| Annual return | -8.08% | -16.54%+8.5pp | -0.27%-7.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $770 | $1,563-50.7% | $2,647-70.9% | $2,381-67.6% |
| Participant deferral / active EE | $2,023 | $2,566-21.2% | $3,836-47.3% | $3,470-41.7% |
| Admin fee / account holder | $102 | $3,198-96.8% | $4,849-97.9% | $4,887-97.9% |