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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 | $53,299 | $52,467+1.6% | $57,196-6.8% | $55,167-3.4% |
| Participation rate | 97.2% | 75.8%+21.3pp | 75.3%+21.8pp | 69.0%+28.2pp |
| Annual return | 5.56% | 7.72%-2.2pp | 14.59%-9.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,386 | $2,477-44.1% | $2,683-48.3% | $1,963-29.4% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |