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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 | $44,429 | $70,083-36.6% | $59,899-25.8% | $55,725-20.3% |
| Participation rate | 98.8% | 78.4%+20.5pp | 74.7%+24.1pp | 70.9%+28.0pp |
| Annual return | -2.74% | 3.13%-5.9pp | 3.46%-6.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,669 | $2,878-42.0% | $2,723-38.7% | $2,078-19.7% |
| Participant deferral / active EE | $2,064 | $3,079-33.0% | $3,402-39.3% | $3,356-38.5% |
| Admin fee / account holder | $12 | $70-82.6% | $3,592-99.7% | $115-89.4% |