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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 | $47,700 | $70,083-31.9% | $59,883-20.3% | $55,725-14.4% |
| Participation rate | 98.0% | 78.4%+19.6pp | 74.7%+23.3pp | 70.9%+27.1pp |
| Annual return | -1.80% | 3.13%-4.9pp | 3.46%-5.3pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,075 | $2,878-62.7% | $2,722-60.5% | $2,078-48.3% |
| Participant deferral / active EE | $1,569 | $3,079-49.0% | $3,402-53.9% | $3,356-53.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |