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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 | $24,297 | $45,079-46.1% | $69,461-65.0% | $72,983-66.7% |
| Participation rate | 97.8% | 68.5%+29.4pp | 74.6%+23.2pp | 69.5%+28.4pp |
| Annual return | 16.78% | 22.65%-5.9pp | 28.97%-12.2pp | 81.01%-64.2pp |
| Employer contribution / active EE | $382 | $2,055-81.4% | $2,779-86.2% | $2,440-84.3% |
| Participant deferral / active EE | $947 | $2,603-63.6% | $3,536-73.2% | $3,608-73.8% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |