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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 | $100,009 | $66,124+51.2% | $90,461+10.6% | $73,497+36.1% |
| Participation rate | 99.4% | 69.7%+29.7pp | 72.7%+26.7pp | 70.7%+28.7pp |
| Annual return | 14.13% | 17.65%-3.5pp | 1294.76%-1280.6pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,452 | $2,346+4.5% | $3,264-24.9% | $2,270+8.0% |
| Participant deferral / active EE | $4,343 | $3,039+42.9% | $3,964+9.6% | $3,740+16.1% |
| Admin fee / account holder | $67 | $396-83.0% | $5,617-98.8% | $513-86.9% |