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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 | $16,863 | $52,722-68.0% | $90,461-81.4% | $73,412-77.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 12.32% | 20.70%-8.4pp | 1294.76%-1282.4pp | 59.30%-47.0pp |
| Employer contribution / active EE | $1,351 | $1,872-27.8% | $3,264-58.6% | $2,234-39.5% |
| Participant deferral / active EE | $1,123 | $2,810-60.0% | $3,964-71.7% | $3,806-70.5% |
| Admin fee / account holder | $3 | $117-97.4% | $5,617-99.9% | $158-98.1% |