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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 | $26,413 | $38,925-32.1% | $73,836-64.2% | $55,191-52.1% |
| Participation rate | 87.5% | 66.0%+21.5pp | 73.4%+14.1pp | 69.2%+18.3pp |
| Annual return | -0.88% | 6.31%-7.2pp | 2268.06%-2268.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $360 | $1,695-78.8% | $2,787-87.1% | $1,899-81.1% |
| Participant deferral / active EE | $1,853 | $2,351-21.2% | $3,583-48.3% | $3,046-39.2% |
| Admin fee / account holder | $13 | $83-83.8% | $4,882-99.7% | $91-85.2% |