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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 | $29,730 | $45,050-34.0% | $63,018-52.8% | $70,126-57.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.01% | 18.76%+0.2pp | 87.62%-68.6pp | 73.15%-54.1pp |
| Employer contribution / active EE | $3,126 | $2,052+52.4% | $2,761+13.2% | $2,343+33.5% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |