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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 | $18,963 | $46,732-59.4% | $156,551-87.9% | $55,167-65.6% |
| Participation rate | 94.7% | 65.8%+28.9pp | 84.0%+10.7pp | 69.0%+25.7pp |
| Annual return | 5.83% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,267 | $2,105+7.7% | $5,501-58.8% | $1,963+15.5% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |