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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 | $34,966 | $46,332-24.5% | $143,799-75.7% | $64,819-46.1% |
| Participation rate | 88.7% | 64.2%+24.5pp | 80.3%+8.4pp | 71.5%+17.2pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $2,433 | $1,911+27.3% | $4,952-50.9% | $2,507-3.0% |
| Participant deferral / active EE | $1,947 | $2,647-26.5% | $5,638-65.5% | $4,311-54.8% |
| Admin fee / account holder | $56 | $154-63.4% | $14,677-99.6% | $188-70.0% |