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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 | $32,121 | $54,320-40.9% | $67,652-52.5% | $52,331-38.6% |
| Participation rate | 90.9% | 73.6%+17.3pp | 75.7%+15.2pp | 68.1%+22.8pp |
| Annual return | -0.98% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,250 | $1,544-19.0% | $2,266-44.8% | $1,882-33.5% |
| Participant deferral / active EE | $1,582 | $2,950-46.4% | $3,560-55.6% | $3,022-47.6% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |