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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 | $35,150 | $60,545-41.9% | $92,240-61.9% | $69,631-49.5% |
| Participation rate | 96.1% | 72.2%+24.0pp | 76.5%+19.6pp | 70.7%+25.4pp |
| Annual return | 18.93% | 19.71%-0.8pp | 176.29%-157.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $919 | $2,633-65.1% | $3,680-75.0% | $2,032-54.8% |
| Participant deferral / active EE | $6,779 | $2,828+139.7% | $3,897+74.0% | $3,224+110.3% |
| Admin fee / account holder | $14 | $145-90.2% | $5,194-99.7% | $110-87.2% |