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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 | $60,572 | $80,753-25.0% | $136,298-55.6% | $62,293-2.8% |
| Participation rate | 83.3% | 73.5%+9.8pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 20.42% | 35.83%-15.4pp | 5156.27%-5135.8pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,741 | $2,884-5.0% | $4,696-41.6% | $2,042+34.2% |
| Participant deferral / active EE | $5,003 | $5,164-3.1% | $6,247-19.9% | $3,169+57.9% |
| Admin fee / account holder | $25 | $525-95.2% | $9,244-99.7% | $479-94.8% |