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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 | $20,961 | $73,848-71.6% | $143,799-85.4% | $68,486-69.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.89% | 0.91%-17.8pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,703 | $3,184-15.1% | $4,952-45.4% | $2,597+4.1% |
| Participant deferral / active EE | $3,846 | $3,385+13.6% | $5,638-31.8% | $4,028-4.5% |
| Admin fee / account holder | $209 | $5,755-96.4% | $14,677-98.6% | $5,404-96.1% |