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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 | $30,907 | $45,050-31.4% | $63,018-51.0% | $70,126-55.9% |
| Participation rate | 94.9% | 69.5%+25.4pp | 74.8%+20.1pp | 69.5%+25.3pp |
| Annual return | 13.32% | 18.76%-5.4pp | 87.62%-74.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $577 | $2,052-71.9% | $2,761-79.1% | $2,343-75.4% |
| Participant deferral / active EE | $1,158 | $2,466-53.0% | $3,330-65.2% | $3,332-65.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |