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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 | $69,061 | $61,391+12.5% | $149,723-53.9% | $71,529-3.5% |
| Participation rate | 82.9% | 62.5%+20.4pp | 78.8%+4.1pp | 67.9%+14.9pp |
| Annual return | 16.01% | 35.88%-19.9pp | 134.50%-118.5pp | 28.97%-13.0pp |
| Employer contribution / active EE | $3,756 | $2,384+57.6% | $4,821-22.1% | $2,590+45.0% |
| Participant deferral / active EE | $5,388 | $2,921+84.5% | $5,682-5.2% | $4,291+25.6% |
| Admin fee / account holder | $198 | $1,264-84.4% | $13,215-98.5% | $1,588-87.6% |