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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 | $17,508 | $47,922-63.5% | $75,900-76.9% | $65,186-73.1% |
| Participation rate | 81.1% | 63.0%+18.1pp | 69.3%+11.8pp | 70.2%+10.9pp |
| Annual return | 58.94% | 24.12%+34.8pp | 30.73%+28.2pp | 29.39%+29.6pp |
| Employer contribution / active EE | $1,793 | $1,557+15.1% | $2,501-28.3% | $2,177-17.6% |
| Participant deferral / active EE | $2,908 | $2,550+14.0% | $3,604-19.3% | $3,514-17.2% |
| Admin fee / account holder | $79 | $532-85.2% | $5,421-98.5% | $847-90.7% |