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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 | $64,656 | $42,548+52.0% | $74,551-13.3% | $56,289+14.9% |
| Participation rate | 79.2% | 60.5%+18.7pp | 69.1%+10.0pp | 69.9%+9.3pp |
| Annual return | -5.55% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $580 | $855-32.2% | $1,961-70.4% | $2,111-72.5% |
| Participant deferral / active EE | $4,208 | $2,277+84.8% | $3,108+35.4% | $3,350+25.6% |
| Admin fee / account holder | $64 | $467-86.3% | $5,059-98.7% | $521-87.7% |