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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 | $52,923 | $34,316+54.2% | $74,722-29.2% | $72,975-27.5% |
| Participation rate | 94.7% | 42.4%+52.3pp | 54.5%+40.2pp | 69.5%+25.2pp |
| Annual return | 18.73% | 26.58%-7.8pp | 753.11%-734.4pp | 81.01%-62.3pp |
| Employer contribution / active EE | $854 | $692+23.4% | $1,084-21.3% | $2,440-65.0% |
| Participant deferral / active EE | $1,866 | $1,272+46.7% | $1,963-5.0% | $3,608-48.3% |
| Admin fee / account holder | $9 | $2,125-99.6% | $3,335-99.7% | $5,124-99.8% |