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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 | $25,043 | $43,423-42.3% | $78,676-68.2% | $55,167-54.6% |
| Participation rate | 94.1% | 68.0%+26.0pp | 73.6%+20.5pp | 69.0%+25.1pp |
| Annual return | 5.56% | 11.53%-6.0pp | 62.19%-56.6pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,095 | $1,997-45.2% | $2,850-61.6% | $1,963-44.2% |
| Participant deferral / active EE | $2,918 | $2,509+16.3% | $3,517-17.0% | $3,054-4.5% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |