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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 | $59,293 | $78,423-24.4% | $95,964-38.2% | $79,856-25.8% |
| Participation rate | 88.6% | 73.5%+15.1pp | 77.1%+11.6pp | 69.6%+19.0pp |
| Annual return | 15.37% | 19.37%-4.0pp | 91.64%-76.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,340 | $1,945+71.7% | $2,541+31.4% | $2,471+35.2% |
| Participant deferral / active EE | $6,449 | $3,440+87.5% | $4,167+54.8% | $3,741+72.4% |
| Admin fee / account holder | $33 | $5,622-99.4% | $6,797-99.5% | $5,306-99.4% |