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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 | $21,082 | $46,173-54.3% | $170,435-87.6% | $69,631-69.7% |
| Participation rate | 95.8% | 63.9%+31.9pp | 83.6%+12.2pp | 70.7%+25.1pp |
| Annual return | 17.89% | 21.62%-3.7pp | 205.94%-188.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $894 | $1,610-44.4% | $5,432-83.5% | $2,032-56.0% |
| Participant deferral / active EE | $1,357 | $2,080-34.8% | $4,939-72.5% | $3,224-57.9% |
| Admin fee / account holder | $73 | $116-36.8% | $13,881-99.5% | $110-33.7% |