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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 | $33,033 | $43,344-23.8% | $59,899-44.9% | $64,173-48.5% |
| Participation rate | 95.3% | 69.2%+26.1pp | 74.7%+20.6pp | 69.6%+25.7pp |
| Annual return | -3.16% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,628 | $2,547+42.4% | $3,402+6.6% | $3,470+4.6% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |