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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 | $73,073 | $45,050+62.2% | $63,018+16.0% | $70,126+4.2% |
| Participation rate | 85.9% | 69.5%+16.4pp | 74.8%+11.1pp | 69.5%+16.3pp |
| Annual return | 11.95% | 18.76%-6.8pp | 87.62%-75.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,663 | $2,466+8.0% | $3,330-20.0% | $3,332-20.1% |
| Admin fee / account holder | $2 | $2,834-99.9% | $3,601-99.9% | $4,645-100.0% |