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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 | $37,300 | $124,414-70.0% | $115,167-67.6% | $67,582-44.8% |
| Participation rate | 98.2% | 58.1%+40.2pp | 75.9%+22.3pp | 71.3%+26.9pp |
| Annual return | 19.94% | 29.40%-9.5pp | 35.60%-15.7pp | 378.57%-358.6pp |
| Employer contribution / active EE | $2,074 | $1,454+42.6% | $3,179-34.8% | $2,148-3.4% |
| Participant deferral / active EE | $3,618 | $2,331+55.2% | $4,169-13.2% | $3,539+2.2% |
| Admin fee / account holder | $0 | $361-100.0% | $7,089-100.0% | $142-100.0% |