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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 | $68,464 | $71,192-3.8% | $117,861-41.9% | $62,293+9.9% |
| Participation rate | 99.4% | 74.2%+25.2pp | 79.7%+19.8pp | 69.5%+29.9pp |
| Annual return | 16.44% | 18.66%-2.2pp | 335.11%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,641 | $1,934-15.1% | $3,786-56.7% | $2,042-19.6% |
| Participant deferral / active EE | $2,178 | $3,189-31.7% | $4,482-51.4% | $3,169-31.3% |
| Admin fee / account holder | $39 | $587-93.3% | $8,021-99.5% | $479-91.8% |