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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 | $20,832 | $50,498-58.7% | $75,784-72.5% | $55,191-62.3% |
| Participation rate | 98.7% | 69.4%+29.3pp | 75.8%+22.9pp | 69.2%+29.6pp |
| Annual return | 3.37% | 1.80%+1.6pp | 9.68%-6.3pp | 10.78%-7.4pp |
| Employer contribution / active EE | $892 | $2,291-61.1% | $3,323-73.2% | $1,899-53.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |