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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 | $30,750 | $40,275-23.7% | $57,356-46.4% | $59,633-48.4% |
| Participation rate | 98.4% | 69.1%+29.3pp | 75.1%+23.4pp | 68.7%+29.8pp |
| Annual return | 2.03% | 27.52%-25.5pp | 24.41%-22.4pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $750 | $1,921-61.0% | $2,689-72.1% | $2,203-66.0% |
| Participant deferral / active EE | $750 | $2,400-68.8% | $3,162-76.3% | $3,192-76.5% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |