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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 | $28,398 | $39,859-28.8% | $78,676-63.9% | $57,658-50.7% |
| Participation rate | 89.7% | 66.1%+23.6pp | 73.6%+16.2pp | 70.2%+19.5pp |
| Annual return | 8.75% | 18.96%-10.2pp | 62.19%-53.4pp | 5.13%+3.6pp |
| Employer contribution / active EE | $388 | $1,786-78.3% | $2,850-86.4% | $1,974-80.3% |
| Participant deferral / active EE | $2,007 | $2,248-10.7% | $3,517-42.9% | $3,061-34.4% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |