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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 | $23,686 | $52,467-54.9% | $57,196-58.6% | $55,167-57.1% |
| Participation rate | 92.4% | 75.8%+16.6pp | 75.3%+17.1pp | 69.0%+23.4pp |
| Annual return | 5.29% | 7.72%-2.4pp | 14.59%-9.3pp | 169.23%-163.9pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,743 | $2,830-38.4% | $3,096-43.7% | $3,054-42.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |