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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 | $47,161 | $155,795-69.7% | $136,298-65.4% | $69,631-32.3% |
| Participation rate | 84.8% | 75.2%+9.5pp | 81.9%+2.9pp | 70.7%+14.1pp |
| Annual return | 16.64% | 232464.33%-232447.7pp | 5156.27%-5139.6pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,479 | $2,991-50.5% | $4,696-68.5% | $2,032-27.2% |
| Participant deferral / active EE | $2,363 | $5,394-56.2% | $6,247-62.2% | $3,224-26.7% |
| Admin fee / account holder | $53 | $128-58.7% | $9,244-99.4% | $110-52.1% |