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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 | $25,797 | $40,275-35.9% | $57,356-55.0% | $59,633-56.7% |
| Participation rate | 98.6% | 69.1%+29.5pp | 75.1%+23.6pp | 68.7%+30.0pp |
| Annual return | 3.49% | 27.52%-24.0pp | 24.41%-20.9pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $4,887 | $1,921+154.3% | $2,689+81.8% | $2,203+121.9% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |