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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 | $30,202 | $46,360-34.9% | $147,617-79.5% | $52,331-42.3% |
| Participation rate | 76.4% | 64.9%+11.4pp | 84.6%-8.2pp | 68.1%+8.3pp |
| Annual return | 0.67% | 1.62%-0.9pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,058 | $2,126-3.2% | $5,564-63.0% | $1,882+9.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $35 | $766-95.4% | $11,612-99.7% | $592-94.1% |