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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 | $29,969 | $99,957-70.0% | $149,745-80.0% | $73,497-59.2% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.5%+8.6pp | 70.7%+20.4pp |
| Annual return | 22.15% | 53.87%-31.7pp | 276.72%-254.6pp | 28.51%-6.4pp |
| Employer contribution / active EE | $754 | $3,191-76.4% | $4,646-83.8% | $2,270-66.8% |
| Participant deferral / active EE | $2,972 | $6,073-51.1% | $6,843-56.6% | $3,740-20.5% |
| Admin fee / account holder | $21 | $551-96.1% | $9,312-99.8% | $513-95.8% |