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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 | $27,148 | $49,249-44.9% | $70,476-61.5% | $79,852-66.0% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 69.6%+28.1pp |
| Annual return | 12.04% | 30.09%-18.1pp | 109.12%-97.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $407 | $2,100-80.6% | $2,738-85.1% | $2,471-83.5% |
| Participant deferral / active EE | $900 | $2,769-67.5% | $3,710-75.8% | $3,740-75.9% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |