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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 | $24,936 | $57,976-57.0% | $63,018-60.4% | $62,293-60.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 53.66% | 17.54%+36.1pp | 87.62%-34.0pp | 28.90%+24.8pp |
| Employer contribution / active EE | $1,660 | $2,415-31.3% | $2,761-39.9% | $2,042-18.7% |
| Participant deferral / active EE | $1,624 | $2,956-45.1% | $3,330-51.2% | $3,169-48.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |