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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 | $40,614 | $78,781-48.4% | $100,528-59.6% | $73,412-44.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 79.4%-4.4pp | 72.2%+2.8pp |
| Annual return | 44.95% | 31.69%+13.3pp | 30.90%+14.1pp | 59.30%-14.3pp |
| Employer contribution / active EE | $3,257 | $2,420+34.6% | $3,419-4.7% | $2,234+45.8% |
| Participant deferral / active EE | $7,578 | $6,537+15.9% | $6,271+20.8% | $3,806+99.1% |
| Admin fee / account holder | $4 | $145-97.5% | $8,084-100.0% | $158-97.7% |