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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 | $48,284-52.6% | $67,524-66.1% | $80,911-71.7% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.6%+24.4pp |
| Annual return | 13.63% | 18.27%-4.6pp | 3519.41%-3505.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,824 | $2,021-9.7% | $2,734-33.3% | $2,756-33.8% |
| Participant deferral / active EE | $935 | $2,927-68.1% | $4,001-76.6% | $4,297-78.3% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |