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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 | $17,100 | $65,092-73.7% | $143,799-88.1% | $66,938-74.5% |
| Participation rate | 90.4% | 65.2%+25.2pp | 80.3%+10.1pp | 69.8%+20.6pp |
| Annual return | -16.76% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,959 | $2,362-17.1% | $4,952-60.4% | $2,545-23.0% |
| Participant deferral / active EE | $2,259 | $2,920-22.6% | $5,638-59.9% | $4,238-46.7% |
| Admin fee / account holder | $30 | $502-93.9% | $14,677-99.8% | $594-94.9% |