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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 | $20,420 | $46,732-56.3% | $156,551-87.0% | $55,167-63.0% |
| Participation rate | 71.5% | 65.8%+5.7pp | 84.0%-12.5pp | 69.0%+2.5pp |
| Annual return | 7.79% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,946 | $2,204-11.7% | $4,871-60.1% | $3,054-36.3% |
| Admin fee / account holder | $16 | $418-96.2% | $13,028-99.9% | $504-96.8% |