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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 | $42,383 | $55,002-22.9% | $59,887-29.2% | $56,287-24.7% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -2.64% | 1.13%-3.8pp | 3.46%-6.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $2,764 | $2,448+12.9% | $2,722+1.5% | $2,111+30.9% |
| Participant deferral / active EE | $1,826 | $3,121-41.5% | $3,402-46.3% | $3,350-45.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |