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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 | $29,496 | $58,577-49.6% | $83,323-64.6% | $64,181-54.0% |
| Participation rate | 98.6% | 72.0%+26.5pp | 77.8%+20.8pp | 69.6%+29.0pp |
| Annual return | -1.94% | 9.65%-11.6pp | 10.63%-12.6pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,398 | $4,654-27.0% | $5,565-38.9% | $3,470-2.0% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,539-100.0% | $4,887-100.0% |