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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 | $27,635 | $46,732-40.9% | $156,551-82.3% | $55,167-49.9% |
| Participation rate | 96.1% | 65.8%+30.3pp | 84.0%+12.1pp | 69.0%+27.1pp |
| Annual return | 9.26% | 17.72%-8.5pp | 32.23%-23.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,454 | $2,105-30.9% | $5,501-73.6% | $1,963-25.9% |
| Participant deferral / active EE | $2,204 | $2,2040% | $4,871-54.7% | $3,054-27.8% |
| Admin fee / account holder | $80 | $418-80.9% | $13,028-99.4% | $504-84.1% |