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 | $16,454 | $48,576-66.1% | $169,452-90.3% | $56,289-70.8% |
| Participation rate | 87.8% | 65.8%+22.0pp | 77.8%+10.0pp | 69.9%+18.0pp |
| Annual return | -6.97% | -2.51%-4.5pp | 1.83%-8.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,828 | $1,559+17.3% | $4,157-56.0% | $2,111-13.4% |
| Participant deferral / active EE | $1,410 | $3,275-57.0% | $5,277-73.3% | $3,350-57.9% |
| Admin fee / account holder | $0 | $435-100.0% | $9,110-100.0% | $521-100.0% |