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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 | $38,313 | $74,552-48.6% | $63,018-39.2% | $69,631-45.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 12.91% | 15.77%-2.9pp | 87.62%-74.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $1,701 | $2,929-41.9% | $2,761-38.4% | $2,032-16.3% |
| Participant deferral / active EE | $1,998 | $2,974-32.8% | $3,330-40.0% | $3,224-38.0% |
| Admin fee / account holder | $57 | $59-3.9% | $3,601-98.4% | $110-48.3% |