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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 | $26,116 | $84,236-69.0% | $170,435-84.7% | $70,126-62.8% |
| Participation rate | 97.6% | 70.8%+26.7pp | 83.6%+14.0pp | 69.5%+28.0pp |
| Annual return | 13.28% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,707 | $3,387-49.6% | $5,432-68.6% | $2,343-27.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |