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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 | $48,933 | $75,183-34.9% | $123,894-60.5% | $55,167-11.3% |
| Participation rate | 83.2% | 72.8%+10.4pp | 81.4%+1.8pp | 69.0%+14.2pp |
| Annual return | 12.99% | 19.01%-6.0pp | 47.52%-34.5pp | 169.23%-156.2pp |
| Employer contribution / active EE | $2,582 | $2,823-8.6% | $4,617-44.1% | $1,963+31.6% |
| Participant deferral / active EE | $4,727 | $5,084-7.0% | $5,984-21.0% | $3,054+54.8% |
| Admin fee / account holder | $11 | $663-98.3% | $8,357-99.9% | $504-97.8% |