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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 | $64,355 | $32,037+100.9% | $69,182-7.0% | $62,881+2.3% |
| Participation rate | 96.8% | 43.4%+53.4pp | 55.1%+41.7pp | 69.3%+27.5pp |
| Annual return | 5.35% | 15.16%-9.8pp | -21.93%+27.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,535 | $679+1009.5% | $1,206+524.7% | $2,281+230.4% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |