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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 | $18,863 | $46,360-59.3% | $147,618-87.2% | $52,331-64.0% |
| Participation rate | 89.5% | 64.9%+24.5pp | 84.6%+4.8pp | 68.1%+21.3pp |
| Annual return | 0.47% | 1.62%-1.2pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,438 | $2,126-32.4% | $5,565-74.2% | $1,882-23.6% |
| Participant deferral / active EE | $846 | $2,258-62.5% | $4,895-82.7% | $3,022-72.0% |
| Admin fee / account holder | $123 | $766-84.0% | $11,612-98.9% | $592-79.3% |