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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 | $27,705 | $52,293-47.0% | $178,499-84.5% | $73,412-62.3% |
| Participation rate | 96.6% | 65.3%+31.3pp | 81.9%+14.7pp | 72.2%+24.4pp |
| Annual return | 17.16% | 34.75%-17.6pp | 151.10%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $1,673 | $1,735-3.6% | $5,011-66.6% | $2,234-25.1% |
| Participant deferral / active EE | $2,486 | $2,332+6.6% | $5,202-52.2% | $3,806-34.7% |
| Admin fee / account holder | $1 | $127-99.0% | $13,986-100.0% | $158-99.2% |