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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 | $42,353 | $43,550-2.7% | $63,244-33.0% | $52,331-19.1% |
| Participation rate | 74.4% | 65.7%+8.7pp | 71.0%+3.4pp | 68.1%+6.3pp |
| Annual return | 0.06% | 2.03%-2.0pp | -70.31%+70.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,769 | $1,351+31.0% | $2,322-23.8% | $1,882-6.0% |
| Participant deferral / active EE | $3,225 | $2,254+43.1% | $2,953+9.2% | $3,022+6.7% |
| Admin fee / account holder | $39 | $387-89.9% | $5,893-99.3% | $592-93.4% |