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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 | $100,650 | $65,322+54.1% | $70,476+42.8% | $73,493+37.0% |
| Participation rate | 88.2% | 77.0%+11.3pp | 75.1%+13.2pp | 70.7%+17.6pp |
| Annual return | 12.69% | 15.71%-3.0pp | 109.12%-96.4pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,390 | $3,375+30.1% | $3,710+18.3% | $3,740+17.4% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |