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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 | $55,923 | $85,766-34.8% | $136,298-59.0% | $70,126-20.3% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 16.69% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,435 | $2,966-17.9% | $4,696-48.2% | $2,343+3.9% |
| Participant deferral / active EE | $3,129 | $5,051-38.1% | $6,247-49.9% | $3,332-6.1% |
| Admin fee / account holder | $7 | $5,421-99.9% | $9,244-99.9% | $4,645-99.8% |