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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 | $77,882 | $100,801-22.7% | $149,745-48.0% | $73,412+6.1% |
| Participation rate | 80.9% | 77.7%+3.2pp | 82.5%-1.6pp | 72.2%+8.7pp |
| Annual return | 16.25% | 265.34%-249.1pp | 276.72%-260.5pp | 59.30%-43.0pp |
| Employer contribution / active EE | $5,743 | $3,312+73.4% | $4,646+23.6% | $2,234+157.1% |
| Participant deferral / active EE | $4,238 | $6,404-33.8% | $6,843-38.1% | $3,806+11.4% |
| Admin fee / account holder | $1 | $181-99.6% | $9,312-100.0% | $158-99.5% |