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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 | $14,355 | $46,732-69.3% | $156,551-90.8% | $55,167-74.0% |
| Participation rate | 70.2% | 65.8%+4.4pp | 84.0%-13.8pp | 69.0%+1.2pp |
| Annual return | 25.14% | 17.72%+7.4pp | 32.23%-7.1pp | 169.23%-144.1pp |
| Employer contribution / active EE | $1,116 | $2,105-47.0% | $5,501-79.7% | $1,963-43.1% |
| Participant deferral / active EE | $1,062 | $2,204-51.8% | $4,871-78.2% | $3,054-65.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |