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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 | $32,612 | $40,275-19.0% | $57,356-43.1% | $59,633-45.3% |
| Participation rate | 97.9% | 69.1%+28.8pp | 75.1%+22.8pp | 68.7%+29.2pp |
| Annual return | 1.57% | 27.52%-26.0pp | 24.41%-22.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $8,875 | $1,921+361.9% | $2,689+230.1% | $2,203+302.9% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |