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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 | $43,710 | $55,002-20.5% | $59,883-27.0% | $56,287-22.3% |
| Participation rate | 95.2% | 75.9%+19.3pp | 74.7%+20.5pp | 69.9%+25.4pp |
| Annual return | -3.05% | 1.13%-4.2pp | 3.46%-6.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,181 | $2,448-10.9% | $2,722-19.9% | $2,111+3.3% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |