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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 | $47,070 | $58,888-20.1% | $178,498-73.6% | $73,493-36.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.86% | 24.86%-8.0pp | 151.09%-134.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,638 | $2,236-26.7% | $5,011-67.3% | $2,270-27.8% |
| Participant deferral / active EE | $3,146 | $2,568+22.5% | $5,202-39.5% | $3,740-15.9% |
| Admin fee / account holder | $2 | $400-99.6% | $13,985-100.0% | $513-99.7% |