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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 | $44,829 | $52,467-14.6% | $57,196-21.6% | $55,167-18.7% |
| Participation rate | 97.6% | 75.8%+21.8pp | 75.3%+22.3pp | 69.0%+28.6pp |
| Annual return | 5.84% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,995 | $2,477-19.5% | $2,683-25.6% | $1,963+1.7% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |