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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 | $60,400 | $102,661-41.2% | $151,645-60.2% | $66,949-9.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 25.98% | -10.81%+36.8pp | 3.34%+22.6pp | 1.57%+24.4pp |
| Employer contribution / active EE | $2,437 | $4,184-41.7% | $6,165-60.5% | $2,545-4.2% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |