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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 | $24,993 | $43,344-42.3% | $59,899-58.3% | $64,173-61.1% |
| Participation rate | 98.0% | 69.2%+28.8pp | 74.7%+23.3pp | 69.6%+28.4pp |
| Annual return | -2.27% | -1.55%-0.7pp | 3.46%-5.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $5,488 | $2,030+170.4% | $2,723+101.6% | $2,381+130.5% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |