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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 | $57,772 | $45,043+28.3% | $63,005-8.3% | $70,124-17.6% |
| Participation rate | 95.9% | 69.5%+26.4pp | 74.8%+21.1pp | 69.5%+26.3pp |
| Annual return | 13.64% | 18.76%-5.1pp | 87.59%-74.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,975 | $2,052+45.0% | $2,760+7.8% | $2,342+27.0% |
| Participant deferral / active EE | $5,775 | $2,466+134.2% | $3,329+73.5% | $3,332+73.3% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |