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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 | $18,644 | $46,173-59.6% | $170,435-89.1% | $69,631-73.2% |
| Participation rate | 97.3% | 63.9%+33.4pp | 83.6%+13.7pp | 70.7%+26.6pp |
| Annual return | 17.07% | 21.62%-4.5pp | 205.94%-188.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $365 | $1,610-77.3% | $5,432-93.3% | $2,032-82.0% |
| Participant deferral / active EE | $2,358 | $2,080+13.3% | $4,939-52.3% | $3,224-26.9% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |