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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 | $26,710 | $41,854-36.2% | $73,836-63.8% | $52,331-49.0% |
| Participation rate | 90.2% | 66.2%+24.0pp | 73.4%+16.8pp | 68.1%+22.1pp |
| Annual return | 1.57% | 2.11%-0.5pp | 2268.06%-2266.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,073 | $1,920+7.9% | $2,787-25.6% | $1,882+10.1% |
| Participant deferral / active EE | $2,672 | $2,498+6.9% | $3,583-25.4% | $3,022-11.6% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |