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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 | $31,241 | $45,043-30.6% | $63,005-50.4% | $70,124-55.4% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 11.63% | 18.76%-7.1pp | 87.59%-76.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,599 | $2,052+26.7% | $2,760-5.8% | $2,342+11.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |