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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 | $37,442 | $58,895-36.4% | $178,503-79.0% | $73,497-49.1% |
| Participation rate | 89.8% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 20.34% | 24.86%-4.5pp | 151.12%-130.8pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,151 | $2,236-3.8% | $5,011-57.1% | $2,270-5.2% |
| Participant deferral / active EE | $2,212 | $2,567-13.8% | $5,202-57.5% | $3,740-40.9% |
| Admin fee / account holder | $16 | $400-96.0% | $13,987-99.9% | $513-96.8% |