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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 | $29,554 | $57,976-49.0% | $63,018-53.1% | $62,293-52.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.50% | 17.54%-5.0pp | 87.62%-75.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,253 | $2,415-48.1% | $2,761-54.6% | $2,042-38.7% |
| Participant deferral / active EE | $1,230 | $2,956-58.4% | $3,330-63.1% | $3,169-61.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |