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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 | $33,419 | $60,989-45.2% | $60,919-45.1% | $66,949-50.1% |
| Participation rate | 97.4% | 74.5%+22.9pp | 73.1%+24.3pp | 69.8%+27.6pp |
| Annual return | -12.16% | -9.60%-2.6pp | 16.96%-29.1pp | 1.57%-13.7pp |
| Employer contribution / active EE | $4,257 | $2,661+60.0% | $2,704+57.4% | $2,545+67.2% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |