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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 | $14,174 | $52,961-73.2% | $172,755-91.8% | $65,185-78.3% |
| Participation rate | 76.1% | 66.2%+9.9pp | 82.6%-6.5pp | 70.2%+5.9pp |
| Annual return | 33.69% | 30.12%+3.6pp | 802.94%-769.3pp | 29.38%+4.3pp |
| Employer contribution / active EE | $617 | $2,190-71.8% | $5,144-88.0% | $2,177-71.7% |
| Participant deferral / active EE | $2,387 | $2,471-3.4% | $5,198-54.1% | $3,514-32.1% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |