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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 | $32,802 | $77,638-57.7% | $156,551-79.0% | $62,881-47.8% |
| Participation rate | 99.0% | 71.2%+27.8pp | 84.0%+14.9pp | 69.3%+29.7pp |
| Annual return | 5.58% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,486 | $3,444-27.8% | $5,501-54.8% | $2,281+9.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |