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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 | $51,152 | $60,795-15.9% | $69,483-26.4% | $65,186-21.5% |
| Participation rate | 86.8% | 74.9%+11.9pp | 74.6%+12.2pp | 70.2%+16.6pp |
| Annual return | 46.81% | 17.46%+29.4pp | 28.99%+17.8pp | 29.39%+17.4pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,806 | $3,162-11.2% | $3,537-20.7% | $3,514-20.1% |
| Admin fee / account holder | $0 | $314-99.9% | $3,841-100.0% | $847-100.0% |