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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 | $55,318 | $80,753-31.5% | $136,298-59.4% | $62,293-11.2% |
| Participation rate | 80.3% | 73.5%+6.7pp | 81.9%-1.7pp | 69.5%+10.8pp |
| Annual return | 17.81% | 35.83%-18.0pp | 5156.27%-5138.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,092 | $2,884-27.4% | $4,696-55.4% | $2,042+2.5% |
| Participant deferral / active EE | $4,486 | $5,164-13.1% | $6,247-28.2% | $3,169+41.5% |
| Admin fee / account holder | $3 | $525-99.5% | $9,244-100.0% | $479-99.4% |