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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 | $17,578 | $48,053-63.4% | $84,628-79.2% | $72,975-75.9% |
| Participation rate | 80.2% | 57.6%+22.6pp | 68.2%+12.0pp | 69.5%+10.7pp |
| Annual return | 23.92% | 37.39%-13.5pp | 258.80%-234.9pp | 81.01%-57.1pp |
| Employer contribution / active EE | $673 | $1,602-58.0% | $2,653-74.6% | $2,440-72.4% |
| Participant deferral / active EE | $1,514 | $2,681-43.5% | $3,900-61.2% | $3,608-58.0% |
| Admin fee / account holder | $93 | $3,395-97.3% | $4,914-98.1% | $5,124-98.2% |