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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 | $27,103 | $52,467-48.3% | $57,196-52.6% | $55,167-50.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.65% | 7.72%-2.1pp | 14.59%-8.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,085 | $2,477-56.2% | $2,683-59.5% | $1,963-44.7% |
| Participant deferral / active EE | $1,256 | $2,830-55.6% | $3,096-59.4% | $3,054-58.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |