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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 | $30,076 | $37,044-18.8% | $71,796-58.1% | $57,658-47.8% |
| Participation rate | 95.8% | 61.1%+34.7pp | 69.1%+26.7pp | 70.2%+25.6pp |
| Annual return | 8.59% | 12.64%-4.1pp | 78.04%-69.5pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,361 | $720+89.0% | $1,924-29.3% | $1,974-31.0% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |