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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 | $40,060 | $51,620-22.4% | $90,324-55.6% | $65,186-38.5% |
| Participation rate | 83.6% | 68.6%+15.0pp | 73.3%+10.3pp | 70.2%+13.4pp |
| Annual return | 23.84% | 24.94%-1.1pp | 78.15%-54.3pp | 29.39%-5.5pp |
| Employer contribution / active EE | $3,072 | $2,235+37.5% | $2,856+7.6% | $2,177+41.1% |
| Participant deferral / active EE | $3,113 | $2,871+8.4% | $3,885-19.9% | $3,514-11.4% |
| Admin fee / account holder | $2 | $384-99.5% | $5,356-100.0% | $847-99.8% |