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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 | $16,569 | $36,916-55.1% | $156,551-89.4% | $57,658-71.3% |
| Participation rate | 99.7% | 63.4%+36.3pp | 84.0%+15.7pp | 70.2%+29.5pp |
| Annual return | 13.08% | 12.38%+0.7pp | 32.23%-19.1pp | 5.13%+7.9pp |
| Employer contribution / active EE | $322 | $1,571-79.5% | $5,501-94.1% | $1,974-83.7% |
| Participant deferral / active EE | $2,196 | $1,926+14.0% | $4,871-54.9% | $3,061-28.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |