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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 | $24,817 | $55,453-55.2% | $170,435-85.4% | $62,293-60.2% |
| Participation rate | 99.4% | 66.4%+33.1pp | 83.6%+15.8pp | 69.5%+29.9pp |
| Annual return | 18.67% | 21.38%-2.7pp | 205.94%-187.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,055 | $2,303+32.7% | $4,939-38.2% | $3,169-3.6% |
| Admin fee / account holder | $139 | $455-69.5% | $13,881-99.0% | $479-71.0% |