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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 | $30,694 | $43,344-29.2% | $59,899-48.8% | $64,173-52.2% |
| Participation rate | 96.6% | 69.2%+27.4pp | 74.7%+21.9pp | 69.6%+27.0pp |
| Annual return | -3.36% | -1.55%-1.8pp | 3.46%-6.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,585 | $2,547+40.7% | $3,402+5.4% | $3,470+3.3% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |