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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 | $39,926 | $43,423-8.1% | $78,676-49.3% | $55,167-27.6% |
| Participation rate | 87.4% | 68.0%+19.3pp | 73.6%+13.8pp | 69.0%+18.4pp |
| Annual return | 7.79% | 11.53%-3.7pp | 62.19%-54.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,285 | $1,997+14.5% | $2,850-19.8% | $1,963+16.5% |
| Participant deferral / active EE | $4,536 | $2,509+80.8% | $3,517+29.0% | $3,054+48.5% |
| Admin fee / account holder | $27 | $416-93.4% | $4,510-99.4% | $504-94.6% |