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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 | $29,235 | $46,732-37.4% | $156,551-81.3% | $55,167-47.0% |
| Participation rate | 74.5% | 65.8%+8.7pp | 84.0%-9.5pp | 69.0%+5.5pp |
| Annual return | 6.67% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,839 | $2,105-12.6% | $5,501-66.6% | $1,963-6.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $38 | $418-91.0% | $13,028-99.7% | $504-92.5% |