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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 | $23,291 | $46,360-49.8% | $147,618-84.2% | $52,331-55.5% |
| Participation rate | 72.2% | 64.9%+7.3pp | 84.6%-12.4pp | 68.1%+4.1pp |
| Annual return | 0.73% | 1.62%-0.9pp | 61.98%-61.2pp | 4.54%-3.8pp |
| Employer contribution / active EE | $781 | $2,126-63.3% | $5,565-86.0% | $1,882-58.5% |
| Participant deferral / active EE | $1,016 | $2,258-55.0% | $4,895-79.3% | $3,022-66.4% |
| Admin fee / account holder | $24 | $766-96.8% | $11,612-99.8% | $592-95.9% |