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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 | $22,877 | $48,337-52.7% | $67,560-66.1% | $80,959-71.7% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.7%+24.4pp |
| Annual return | 13.63% | 18.26%-4.6pp | 3533.50%-3519.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,824 | $2,023-9.8% | $2,737-33.3% | $2,757-33.8% |
| Participant deferral / active EE | $935 | $2,928-68.1% | $4,004-76.7% | $4,300-78.3% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |