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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 | $71,006 | $57,976+22.5% | $63,018+12.7% | $62,293+14.0% |
| Participation rate | 92.8% | 75.9%+16.8pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | 12.59% | 17.54%-4.9pp | 87.62%-75.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,374 | $2,956+48.0% | $3,330+31.4% | $3,169+38.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |