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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 | $33,233 | $43,344-23.3% | $59,899-44.5% | $64,173-48.2% |
| Participation rate | 74.7% | 69.2%+5.5pp | 74.7%0pp | 69.6%+5.1pp |
| Annual return | -4.39% | -1.55%-2.8pp | 3.46%-7.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,884 | $2,030+42.1% | $2,723+5.9% | $2,381+21.1% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $212 | $3,008-92.9% | $3,592-94.1% | $4,887-95.7% |