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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 | $26,345 | $57,976-54.6% | $63,018-58.2% | $62,293-57.7% |
| Participation rate | 89.2% | 75.9%+13.3pp | 74.8%+14.4pp | 69.5%+19.7pp |
| Annual return | 13.94% | 17.54%-3.6pp | 87.62%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $2,226 | $2,415-7.8% | $2,761-19.4% | $2,042+9.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $276-99.1% | $3,601-99.9% | $479-99.5% |