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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 | $41,338 | $52,678-21.5% | $75,784-45.5% | $59,633-30.7% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -0.45% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $531 | $2,193-75.8% | $3,323-84.0% | $2,203-75.9% |
| Participant deferral / active EE | $1,893 | $2,591-26.9% | $3,652-48.2% | $3,192-40.7% |
| Admin fee / account holder | $13 | $3,610-99.6% | $5,300-99.8% | $4,297-99.7% |