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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 | $14,285 | $58,888-75.7% | $178,499-92.0% | $73,493-80.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.98% | 24.86%-12.9pp | 151.10%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $929 | $2,236-58.5% | $5,011-81.5% | $2,270-59.1% |
| Participant deferral / active EE | $1,702 | $2,568-33.7% | $5,202-67.3% | $3,740-54.5% |
| Admin fee / account holder | $24 | $400-94.0% | $13,986-99.8% | $513-95.3% |