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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 | $39,996 | $46,732-14.4% | $156,551-74.5% | $55,167-27.5% |
| Participation rate | 81.9% | 65.8%+16.1pp | 84.0%-2.1pp | 69.0%+12.9pp |
| Annual return | 6.77% | 17.72%-10.9pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,708 | $2,105+28.6% | $5,501-50.8% | $1,963+38.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |