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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 | $40,802 | $71,192-42.7% | $117,861-65.4% | $62,293-34.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.65% | 18.66%0pp | 335.11%-316.5pp | 28.90%-10.2pp |
| Employer contribution / active EE | $3,327 | $1,934+72.1% | $3,786-12.1% | $2,042+62.9% |
| Participant deferral / active EE | $2,179 | $3,189-31.7% | $4,482-51.4% | $3,169-31.2% |
| Admin fee / account holder | $4 | $587-99.4% | $8,021-100.0% | $479-99.2% |