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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 | $37,471 | $72,770-48.5% | $67,652-44.6% | $55,191-32.1% |
| Participation rate | 99.5% | 78.8%+20.7pp | 75.7%+23.9pp | 69.2%+30.4pp |
| Annual return | 1.41% | -3.26%+4.7pp | 6625.40%-6624.0pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,647 | $1,769-6.9% | $2,266-27.3% | $1,899-13.3% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |