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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 | $32,339 | $107,440-69.9% | $105,736-69.4% | $55,725-42.0% |
| Participation rate | 97.5% | 55.5%+42.0pp | 76.3%+21.1pp | 70.9%+26.6pp |
| Annual return | -5.00% | -0.59%-4.4pp | 6.27%-11.3pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,036 | $1,448+40.6% | $3,268-37.7% | $2,078-2.0% |
| Participant deferral / active EE | $3,694 | $2,171+70.1% | $4,080-9.5% | $3,356+10.1% |
| Admin fee / account holder | $0 | $283-100.0% | $6,913-100.0% | $115-100.0% |