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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 | $32,668 | $42,909-23.9% | $60,906-46.4% | $68,486-52.3% |
| Participation rate | 91.0% | 66.8%+24.2pp | 73.1%+17.9pp | 67.9%+23.1pp |
| Annual return | -15.16% | -13.99%-1.2pp | 16.94%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,752 | $2,866+30.9% | $3,814-1.6% | $4,028-6.8% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |