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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 | $40,983 | $66,124-38.0% | $90,440-54.7% | $73,493-44.2% |
| Participation rate | 88.5% | 69.7%+18.8pp | 72.7%+15.8pp | 70.7%+17.8pp |
| Annual return | 13.29% | 17.65%-4.4pp | 1294.38%-1281.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,819 | $2,346-22.5% | $3,263-44.3% | $2,270-19.9% |
| Participant deferral / active EE | $3,097 | $3,039+1.9% | $3,964-21.9% | $3,740-17.2% |
| Admin fee / account holder | $251 | $396-36.7% | $5,615-95.5% | $513-51.1% |