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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 | $130,536 | $58,895+121.6% | $178,503-26.9% | $73,497+77.6% |
| Participation rate | 93.1% | 66.2%+26.9pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 18.24% | 24.86%-6.6pp | 151.12%-132.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,258 | $2,567+221.7% | $5,202+58.7% | $3,740+120.8% |
| Admin fee / account holder | $49 | $400-87.6% | $13,987-99.6% | $513-90.4% |