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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 | $27,730 | $58,888-52.9% | $178,499-84.5% | $73,493-62.3% |
| Participation rate | 78.7% | 66.2%+12.5pp | 81.9%-3.2pp | 70.7%+8.0pp |
| Annual return | 11.77% | 24.86%-13.1pp | 151.10%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,284 | $2,568-11.1% | $5,202-56.1% | $3,740-38.9% |
| Admin fee / account holder | $6 | $400-98.5% | $13,986-100.0% | $513-98.8% |