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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 | $54,039 | $46,360+16.6% | $147,618-63.4% | $52,331+3.3% |
| Participation rate | 99.6% | 64.9%+34.7pp | 84.6%+15.0pp | 68.1%+31.5pp |
| Annual return | 1.26% | 1.62%-0.4pp | 61.98%-60.7pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,520 | $2,126-28.5% | $5,565-72.7% | $1,882-19.2% |
| Participant deferral / active EE | $3,543 | $2,258+56.9% | $4,895-27.6% | $3,022+17.2% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |