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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 | $29,151 | $40,275-27.6% | $57,356-49.2% | $59,633-51.1% |
| Participation rate | 88.2% | 69.1%+19.1pp | 75.1%+13.2pp | 68.7%+19.6pp |
| Annual return | 1.31% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,653 | $2,400+218.9% | $3,162+142.1% | $3,192+139.8% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |