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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 | $61,295+12.7% | $149,682-53.9% | $71,476-3.4% |
| Participation rate | 82.9% | 62.5%+20.4pp | 78.8%+4.1pp | 67.9%+14.9pp |
| Annual return | 16.01% | 35.86%-19.8pp | 134.35%-118.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,756 | $2,380+57.8% | $4,818-22.1% | $2,589+45.1% |
| Participant deferral / active EE | $5,388 | $2,918+84.6% | $5,681-5.2% | $4,290+25.6% |
| Admin fee / account holder | $198 | $1,262-84.3% | $13,210-98.5% | $1,587-87.6% |