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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 | $16,260 | $58,895-72.4% | $178,503-90.9% | $73,497-77.9% |
| Participation rate | 79.0% | 66.2%+12.7pp | 81.9%-3.0pp | 70.7%+8.3pp |
| Annual return | 17.53% | 24.86%-7.3pp | 151.12%-133.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,843 | $2,236-17.6% | $5,011-63.2% | $2,270-18.8% |
| Participant deferral / active EE | $1,545 | $2,567-39.8% | $5,202-70.3% | $3,740-58.7% |
| Admin fee / account holder | $11 | $400-97.1% | $13,987-99.9% | $513-97.8% |