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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 | $36,869 | $75,962-51.5% | $154,108-76.1% | $64,173-42.5% |
| Participation rate | 96.1% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.5pp |
| Annual return | 10.88% | 30.32%-19.4pp | 735.21%-724.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $3,677 | $3,350+9.8% | $5,298-30.6% | $2,381+54.5% |
| Participant deferral / active EE | $3,825 | $3,175+20.5% | $5,081-24.7% | $3,470+10.2% |
| Admin fee / account holder | $32 | $5,589-99.4% | $13,411-99.8% | $4,887-99.3% |