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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 | $16,956 | $61,172-72.3% | $185,851-90.9% | $79,389-78.6% |
| Participation rate | 90.2% | 66.6%+23.6pp | 81.7%+8.5pp | 70.7%+19.5pp |
| Annual return | 27.29% | 19.45%+7.8pp | 122.11%-94.8pp | 116.89%-89.6pp |
| Employer contribution / active EE | $528 | $2,321-77.2% | $5,168-89.8% | $2,428-78.2% |
| Participant deferral / active EE | $2,594 | $2,788-7.0% | $5,569-53.4% | $4,046-35.9% |
| Admin fee / account holder | $34 | $710-95.2% | $16,245-99.8% | $626-94.6% |