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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 | $213,015 | $73,102+191.4% | $123,553+72.4% | $56,289+278.4% |
| Participation rate | 77.7% | 74.3%+3.4pp | 82.3%-4.6pp | 69.9%+7.9pp |
| Annual return | -3.22% | 3.01%-6.2pp | 119.21%-122.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $4,884 | $2,977+64.1% | $4,628+5.5% | $2,111+131.4% |
| Participant deferral / active EE | $9,736 | $5,423+79.5% | $6,426+51.5% | $3,350+190.6% |
| Admin fee / account holder | $38 | $554-93.2% | $9,284-99.6% | $521-92.8% |