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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 | $52,774 | $58,888-10.4% | $178,499-70.4% | $73,493-28.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.37% | 24.86%-12.5pp | 151.10%-138.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,322 | $2,236+3.8% | $5,011-53.7% | $2,270+2.3% |
| Participant deferral / active EE | $2,841 | $2,568+10.7% | $5,202-45.4% | $3,740-24.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |