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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 | $41,395 | $75,183-44.9% | $123,894-66.6% | $55,167-25.0% |
| Participation rate | 95.8% | 72.8%+23.0pp | 81.4%+14.4pp | 69.0%+26.8pp |
| Annual return | 8.04% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,805 | $5,084-5.5% | $5,984-19.7% | $3,054+57.3% |
| Admin fee / account holder | $17 | $663-97.5% | $8,357-99.8% | $504-96.7% |