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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 | $36,252 | $85,171-57.4% | $172,753-79.0% | $72,976-50.3% |
| Participation rate | 91.8% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.3pp |
| Annual return | 21.10% | 27.32%-6.2pp | 803.00%-781.9pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,398 | $3,324-27.9% | $5,144-53.4% | $2,440-1.7% |
| Participant deferral / active EE | $2,388 | $3,260-26.7% | $5,198-54.1% | $3,608-33.8% |
| Admin fee / account holder | $20 | $5,880-99.7% | $13,956-99.9% | $5,124-99.6% |