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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 | $34,716 | $69,477-50.0% | $94,679-63.3% | $71,495-51.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 20.31% | 29.66%-9.4pp | 156.75%-136.4pp | 28.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,177 | $7,345-43.1% | $7,417-43.7% | $4,291-2.6% |
| Admin fee / account holder | $0 | $1,210-100.0% | $7,233-100.0% | $1,588-100.0% |