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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 | $34,626 | $75,832-54.3% | $147,618-76.5% | $59,633-41.9% |
| Participation rate | 95.5% | 71.6%+23.9pp | 84.6%+10.8pp | 68.7%+26.8pp |
| Annual return | 2.57% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.40%-2038.8pp |
| Employer contribution / active EE | $1,484 | $3,485-57.4% | $5,565-73.3% | $2,203-32.6% |
| Participant deferral / active EE | $2,921 | $3,131-6.7% | $4,895-40.3% | $3,192-8.5% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |