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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 | $51,082 | $95,542-46.5% | $69,464-26.5% | $67,579-24.4% |
| Participation rate | 75.8% | 79.4%-3.6pp | 74.6%+1.2pp | 71.3%+4.5pp |
| Annual return | 18.56% | 17.67%+0.9pp | 28.98%-10.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $2,395 | $2,989-19.9% | $2,779-13.8% | $2,148+11.5% |
| Participant deferral / active EE | $4,382 | $3,263+34.3% | $3,536+23.9% | $3,539+23.8% |
| Admin fee / account holder | $2 | $90-98.3% | $3,840-100.0% | $142-98.9% |