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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 | $39,493 | $52,467-24.7% | $57,196-31.0% | $55,167-28.4% |
| Participation rate | 94.7% | 75.8%+18.8pp | 75.3%+19.4pp | 69.0%+25.7pp |
| Annual return | 5.76% | 7.72%-2.0pp | 14.59%-8.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,894 | $2,477+16.8% | $2,683+7.8% | $1,963+47.4% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $127 | $269-52.9% | $3,141-96.0% | $504-74.9% |