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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 | $24,816 | $75,183-67.0% | $123,894-80.0% | $55,167-55.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 11.83% | 19.01%-7.2pp | 47.52%-35.7pp | 169.23%-157.4pp |
| Employer contribution / active EE | $2,160 | $2,823-23.5% | $4,617-53.2% | $1,963+10.1% |
| Participant deferral / active EE | $2,425 | $5,084-52.3% | $5,984-59.5% | $3,054-20.6% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.3% |