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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 | $42,440 | $55,002-22.8% | $59,899-29.1% | $56,289-24.6% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -4.56% | 1.13%-5.7pp | 3.46%-8.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,478 | $3,121+43.5% | $3,402+31.6% | $3,350+33.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |