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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 | $29,123 | $57,976-49.8% | $63,018-53.8% | $62,293-53.2% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 12.99% | 17.54%-4.6pp | 87.62%-74.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,441 | $2,415-40.3% | $2,761-47.8% | $2,042-29.4% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |