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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 | $28,332 | $52,467-46.0% | $57,196-50.5% | $55,167-48.6% |
| Participation rate | 98.3% | 75.8%+22.4pp | 75.3%+23.0pp | 69.0%+29.3pp |
| Annual return | 5.50% | 7.72%-2.2pp | 14.59%-9.1pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,439 | $2,477-41.9% | $2,683-46.4% | $1,963-26.7% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $46 | $269-83.0% | $3,141-98.5% | $504-90.9% |