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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 | $78,880 | $74,089+6.5% | $133,975-41.1% | $55,167+43.0% |
| Participation rate | 99.5% | 84.3%+15.3pp | 87.1%+12.5pp | 69.0%+30.5pp |
| Annual return | 24.96% | 12.11%+12.8pp | 29.29%-4.3pp | 169.23%-144.3pp |
| Employer contribution / active EE | $3,028 | $3,064-1.2% | $5,211-41.9% | $1,963+54.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |