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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 | $36,362 | $80,753-55.0% | $136,298-73.3% | $62,293-41.6% |
| Participation rate | 87.3% | 73.5%+13.8pp | 81.9%+5.4pp | 69.5%+17.8pp |
| Annual return | 22.34% | 35.83%-13.5pp | 5156.27%-5133.9pp | 28.90%-6.6pp |
| Employer contribution / active EE | $836 | $2,884-71.0% | $4,696-82.2% | $2,042-59.1% |
| Participant deferral / active EE | $2,941 | $5,164-43.0% | $6,247-52.9% | $3,169-7.2% |
| Admin fee / account holder | $69 | $525-86.9% | $9,244-99.3% | $479-85.6% |