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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 | $32,751 | $56,918-42.5% | $182,540-82.1% | $65,185-49.8% |
| Participation rate | 77.7% | 66.5%+11.2pp | 78.0%-0.3pp | 70.2%+7.5pp |
| Annual return | 24.79% | 27.67%-2.9pp | 148.58%-123.8pp | 29.38%-4.6pp |
| Employer contribution / active EE | $2,026 | $1,615+25.5% | $4,076-50.3% | $2,177-6.9% |
| Participant deferral / active EE | $3,626 | $3,526+2.8% | $5,525-34.4% | $3,514+3.2% |
| Admin fee / account holder | $18 | $531-96.6% | $8,593-99.8% | $847-97.9% |