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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 | $35,405 | $69,231-48.9% | $91,994-61.5% | $67,579-47.6% |
| Participation rate | 74.3% | 78.9%-4.6pp | 78.6%-4.3pp | 71.3%+3.0pp |
| Annual return | 35.25% | 32.03%+3.2pp | 69.04%-33.8pp | 378.56%-343.3pp |
| Employer contribution / active EE | $3,199 | $2,284+40.0% | $3,453-7.3% | $2,148+48.9% |
| Participant deferral / active EE | $7,100 | $5,854+21.3% | $5,924+19.9% | $3,539+100.6% |
| Admin fee / account holder | $3 | $107-97.7% | $7,744-100.0% | $142-98.2% |