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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 | $51,201 | $54,320-5.7% | $67,652-24.3% | $52,331-2.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -1.56% | 6.81%-8.4pp | 6625.40%-6627.0pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,677 | $1,544+8.7% | $2,266-26.0% | $1,882-10.9% |
| Participant deferral / active EE | $2,201 | $2,950-25.4% | $3,560-38.2% | $3,022-27.2% |
| Admin fee / account holder | $49 | $527-90.8% | $4,821-99.0% | $592-91.8% |