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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 | $23,028 | $46,173-50.1% | $170,435-86.5% | $69,631-66.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 13.35% | 21.62%-8.3pp | 205.94%-192.6pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $768 | $1,610-52.3% | $5,432-85.9% | $2,032-62.2% |
| Participant deferral / active EE | $1,493 | $2,080-28.2% | $4,939-69.8% | $3,224-53.7% |
| Admin fee / account holder | $25 | $116-78.7% | $13,881-99.8% | $110-77.7% |