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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 | $39,540 | $46,599-15.1% | $64,101-38.3% | $75,173-47.4% |
| Participation rate | 93.5% | 65.9%+27.6pp | 72.3%+21.2pp | 67.2%+26.3pp |
| Annual return | 18.66% | 26.06%-7.4pp | 33.72%-15.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,811 | $2,837+69.6% | $3,881+24.0% | $4,126+16.6% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |