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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 | $35,627 | $89,367-60.1% | $141,191-74.8% | $72,975-51.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.40% | 111.87%-89.5pp | 71.41%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,446 | $3,115-21.5% | $4,736-48.4% | $2,440+0.2% |
| Participant deferral / active EE | $3,969 | $5,419-26.8% | $6,710-40.9% | $3,608+10.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |