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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 | $47,559 | $70,917-32.9% | $98,920-51.9% | $73,497-35.3% |
| Participation rate | 95.7% | 73.8%+21.9pp | 76.0%+19.7pp | 70.7%+25.0pp |
| Annual return | 15.17% | 34.18%-19.0pp | 196.47%-181.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $4,414 | $2,037+116.7% | $2,689+64.1% | $2,270+94.4% |
| Participant deferral / active EE | $3,174 | $3,501-9.3% | $4,245-25.2% | $3,740-15.1% |
| Admin fee / account holder | $10 | $535-98.2% | $6,643-99.9% | $513-98.1% |