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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 | $19,495 | $52,467-62.8% | $57,183-65.9% | $55,167-64.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 75.3%+8.0pp | 69.0%+14.3pp |
| Annual return | 6.29% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,061 | $2,830-62.5% | $3,096-65.7% | $3,054-65.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |