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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 | $37,311 | $45,050-17.2% | $63,018-40.8% | $70,126-46.8% |
| Participation rate | 95.1% | 69.5%+25.6pp | 74.8%+20.3pp | 69.5%+25.6pp |
| Annual return | 14.11% | 18.76%-4.7pp | 87.62%-73.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $8,262 | $2,052+302.6% | $2,761+199.3% | $2,343+252.7% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |