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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 | $27,705 | $46,732-40.7% | $156,551-82.3% | $55,167-49.8% |
| Participation rate | 81.2% | 65.8%+15.4pp | 84.0%-2.8pp | 69.0%+12.2pp |
| Annual return | 5.45% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $5,358 | $2,105+154.5% | $5,501-2.6% | $1,963+173.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |