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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 | $75,150 | $45,050+66.8% | $63,018+19.3% | $70,126+7.2% |
| Participation rate | 99.0% | 69.5%+29.5pp | 74.8%+24.2pp | 69.5%+29.4pp |
| Annual return | 12.35% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $2,725 | $2,052+32.8% | $2,761-1.3% | $2,343+16.3% |
| Participant deferral / active EE | $3,288 | $2,466+33.4% | $3,330-1.2% | $3,332-1.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |