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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 | $55,226 | $55,002+0.4% | $59,899-7.8% | $56,289-1.9% |
| Participation rate | 94.9% | 75.9%+18.9pp | 74.7%+20.2pp | 69.9%+25.0pp |
| Annual return | -3.99% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,360 | $2,448-3.6% | $2,723-13.3% | $2,111+11.8% |
| Participant deferral / active EE | $2,141 | $3,121-31.4% | $3,402-37.1% | $3,350-36.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |