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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 | $71,902 | $58,888+22.1% | $178,498-59.7% | $73,493-2.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.95% | 24.86%-2.9pp | 151.09%-129.1pp | 28.51%-6.6pp |
| Employer contribution / active EE | $3,005 | $2,236+34.4% | $5,011-40.0% | $2,270+32.4% |
| Participant deferral / active EE | $3,302 | $2,568+28.6% | $5,202-36.5% | $3,740-11.7% |
| Admin fee / account holder | $151 | $400-62.4% | $13,985-98.9% | $513-70.6% |