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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 | $39,291 | $52,467-25.1% | $57,196-31.3% | $55,167-28.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.34% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,929 | $2,477-22.1% | $2,683-28.1% | $1,963-1.7% |
| Participant deferral / active EE | $2,116 | $2,830-25.2% | $3,096-31.7% | $3,054-30.7% |
| Admin fee / account holder | $38 | $269-85.8% | $3,141-98.8% | $504-92.4% |