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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 | $17,365 | $77,634-77.6% | $156,551-88.9% | $62,891-72.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.78% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,099 | $3,444-68.1% | $5,501-80.0% | $2,281-51.8% |
| Participant deferral / active EE | $2,367 | $3,045-22.3% | $4,871-51.4% | $3,203-26.1% |
| Admin fee / account holder | $21 | $5,561-99.6% | $13,028-99.8% | $4,296-99.5% |