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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 | $41,652 | $58,093-28.3% | $80,022-47.9% | $56,289-26.0% |
| Participation rate | 87.7% | 73.6%+14.1pp | 75.8%+11.9pp | 69.9%+17.9pp |
| Annual return | -5.31% | 34.63%-39.9pp | 11.22%-16.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,789 | $1,933+44.3% | $2,468+13.0% | $2,111+32.1% |
| Participant deferral / active EE | $3,632 | $3,136+15.8% | $3,686-1.5% | $3,350+8.4% |
| Admin fee / account holder | $7 | $623-98.8% | $6,521-99.9% | $521-98.6% |