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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 | $17,798 | $55,453-67.9% | $170,435-89.6% | $62,293-71.4% |
| Participation rate | 74.5% | 66.4%+8.1pp | 83.6%-9.1pp | 69.5%+5.0pp |
| Annual return | 23.79% | 21.38%+2.4pp | 205.94%-182.2pp | 28.90%-5.1pp |
| Employer contribution / active EE | $1,092 | $2,164-49.5% | $5,432-79.9% | $2,042-46.5% |
| Participant deferral / active EE | $2,240 | $2,303-2.7% | $4,939-54.7% | $3,169-29.3% |
| Admin fee / account holder | $0 | $455-99.9% | $13,881-100.0% | $479-99.9% |