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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 | $14,869 | $91,179-83.7% | $178,499-91.7% | $79,852-81.4% |
| Participation rate | 80.3% | 69.2%+11.1pp | 81.9%-1.6pp | 69.6%+10.6pp |
| Annual return | 15.44% | 24.19%-8.7pp | 151.10%-135.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,219 | $3,256-62.6% | $5,011-75.7% | $2,471-50.7% |
| Participant deferral / active EE | $1,677 | $3,236-48.2% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |