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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 | $13,222 | $46,732-71.7% | $156,551-91.6% | $55,167-76.0% |
| Participation rate | 88.9% | 65.8%+23.1pp | 84.0%+4.9pp | 69.0%+19.9pp |
| Annual return | 6.68% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,287 | $2,105-38.9% | $5,501-76.6% | $1,963-34.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $16 | $418-96.2% | $13,028-99.9% | $504-96.9% |