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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 | $83,904 | $46,732+79.5% | $156,551-46.4% | $55,167+52.1% |
| Participation rate | 74.8% | 65.8%+9.0pp | 84.0%-9.3pp | 69.0%+5.8pp |
| Annual return | 6.71% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,110 | $2,204+131.8% | $4,871+4.9% | $3,054+67.3% |
| Admin fee / account holder | $13 | $418-97.0% | $13,028-99.9% | $504-97.5% |