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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 | $42,950 | $52,967-18.9% | $172,753-75.1% | $65,186-34.1% |
| Participation rate | 73.0% | 66.2%+6.8pp | 82.6%-9.7pp | 70.2%+2.8pp |
| Annual return | 19.68% | 30.12%-10.4pp | 803.00%-783.3pp | 29.39%-9.7pp |
| Employer contribution / active EE | $2,456 | $2,190+12.2% | $5,144-52.2% | $2,177+12.8% |
| Participant deferral / active EE | $1,756 | $2,471-28.9% | $5,198-66.2% | $3,514-50.0% |
| Admin fee / account holder | $21 | $472-95.5% | $13,956-99.8% | $847-97.5% |