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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 | $28,623 | $59,191-51.6% | $76,767-62.7% | $56,289-49.2% |
| Participation rate | 80.5% | 75.2%+5.3pp | 77.0%+3.5pp | 69.9%+10.6pp |
| Annual return | -5.36% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $517 | $1,759-70.6% | $2,485-79.2% | $2,111-75.5% |
| Participant deferral / active EE | $2,943 | $3,255-9.6% | $3,852-23.6% | $3,350-12.1% |
| Admin fee / account holder | $142 | $489-71.0% | $6,675-97.9% | $521-72.8% |