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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 | $21,570 | $58,888-63.4% | $178,498-87.9% | $73,493-70.6% |
| Participation rate | 98.5% | 66.2%+32.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 13.03% | 24.86%-11.8pp | 151.09%-138.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,466 | $2,236-34.4% | $5,011-70.7% | $2,270-35.4% |
| Participant deferral / active EE | $2,185 | $2,568-14.9% | $5,202-58.0% | $3,740-41.6% |
| Admin fee / account holder | $13 | $400-96.8% | $13,985-99.9% | $513-97.5% |