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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 | $79,530 | $58,726+35.4% | $142,898-44.3% | $85,851-7.4% |
| Participation rate | 92.5% | 58.5%+34.1pp | 72.0%+20.6pp | 69.3%+23.2pp |
| Annual return | 15.33% | 27.73%-12.4pp | 5639.64%-5624.3pp | 318.63%-303.3pp |
| Employer contribution / active EE | $1,243 | $1,424-12.7% | $4,146-70.0% | $2,565-51.5% |
| Participant deferral / active EE | $1,718 | $2,609-34.1% | $3,838-55.2% | $3,952-56.5% |
| Admin fee / account holder | $69 | $4,234-98.4% | $6,560-99.0% | $6,261-98.9% |