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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 | $26,618 | $52,293-49.1% | $178,498-85.1% | $73,412-63.7% |
| Participation rate | 83.5% | 65.3%+18.1pp | 81.9%+1.5pp | 72.2%+11.3pp |
| Annual return | 13.84% | 34.75%-20.9pp | 151.09%-137.3pp | 59.30%-45.5pp |
| Employer contribution / active EE | $1,387 | $1,735-20.1% | $5,011-72.3% | $2,234-37.9% |
| Participant deferral / active EE | $3,200 | $2,332+37.2% | $5,202-38.5% | $3,806-15.9% |
| Admin fee / account holder | $1 | $127-99.4% | $13,985-100.0% | $158-99.5% |