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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 | $29,204 | $33,745-13.5% | $64,105-54.4% | $55,191-47.1% |
| Participation rate | 97.0% | 59.4%+37.6pp | 68.2%+28.8pp | 69.2%+27.8pp |
| Annual return | 14.83% | 4.95%+9.9pp | 791.24%-776.4pp | 10.78%+4.1pp |
| Employer contribution / active EE | $1,515 | $641+136.4% | $1,820-16.7% | $1,899-20.2% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |