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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 | $78,219 | $45,087+73.5% | $69,483+12.6% | $72,976+7.2% |
| Participation rate | 88.4% | 68.5%+19.9pp | 74.6%+13.8pp | 69.5%+18.9pp |
| Annual return | 15.51% | 22.67%-7.2pp | 28.99%-13.5pp | 81.02%-65.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,304 | $2,603+103.8% | $3,537+50.0% | $3,608+47.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |