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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 | $26,328 | $46,732-43.7% | $156,551-83.2% | $55,167-52.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 11.95% | 17.72%-5.8pp | 32.23%-20.3pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,258 | $2,105-40.2% | $5,501-77.1% | $1,963-35.9% |
| Participant deferral / active EE | $2,209 | $2,204+0.2% | $4,871-54.6% | $3,054-27.7% |
| Admin fee / account holder | $32 | $418-92.4% | $13,028-99.8% | $504-93.7% |