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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 | $18,759 | $52,961-64.6% | $172,752-89.1% | $65,185-71.2% |
| Participation rate | 97.8% | 66.2%+31.6pp | 82.6%+15.2pp | 70.2%+27.6pp |
| Annual return | 16.99% | 30.12%-13.1pp | 802.97%-786.0pp | 29.38%-12.4pp |
| Employer contribution / active EE | $752 | $2,190-65.7% | $5,144-85.4% | $2,177-65.4% |
| Participant deferral / active EE | $2,316 | $2,471-6.3% | $5,198-55.4% | $3,514-34.1% |
| Admin fee / account holder | $53 | $472-88.7% | $13,955-99.6% | $847-93.7% |