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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 | $37,472 | $85,171-56.0% | $172,752-78.3% | $72,975-48.7% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.1pp |
| Annual return | 26.17% | 27.32%-1.2pp | 802.97%-776.8pp | 81.01%-54.8pp |
| Employer contribution / active EE | $4,459 | $3,324+34.1% | $5,144-13.3% | $2,440+82.7% |
| Participant deferral / active EE | $1,258 | $3,260-61.4% | $5,198-75.8% | $3,608-65.1% |
| Admin fee / account holder | $90 | $5,880-98.5% | $13,955-99.4% | $5,124-98.2% |