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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 | $84,530 | $86,294-2.0% | $111,303-24.1% | $85,856-1.5% |
| Participation rate | 95.2% | 73.3%+21.8pp | 77.3%+17.9pp | 69.3%+25.9pp |
| Annual return | 18.09% | 19.99%-1.9pp | 54.66%-36.6pp | 318.58%-300.5pp |
| Employer contribution / active EE | $2,890 | $2,043+41.4% | $2,731+5.8% | $2,565+12.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16 | $8,189-99.8% | $7,966-99.8% | $6,261-99.7% |