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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 | $35,493 | $75,183-52.8% | $123,894-71.4% | $55,167-35.7% |
| Participation rate | 92.8% | 72.8%+20.0pp | 81.4%+11.4pp | 69.0%+23.8pp |
| Annual return | 17.09% | 19.01%-1.9pp | 47.52%-30.4pp | 169.23%-152.1pp |
| Employer contribution / active EE | $681 | $2,823-75.9% | $4,617-85.2% | $1,963-65.3% |
| Participant deferral / active EE | $3,985 | $5,084-21.6% | $5,984-33.4% | $3,054+30.5% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.1% |