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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 | $46,327 | $63,114-26.6% | $92,903-50.1% | $65,185-28.9% |
| Participation rate | 72.5% | 68.8%+3.8pp | 76.0%-3.5pp | 70.2%+2.3pp |
| Annual return | 22.64% | 28.75%-6.1pp | 109.43%-86.8pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,558 | $2,571-39.4% | $3,653-57.4% | $2,177-28.4% |
| Participant deferral / active EE | $2,306 | $3,108-25.8% | $4,238-45.6% | $3,514-34.4% |
| Admin fee / account holder | $47 | $624-92.5% | $5,795-99.2% | $847-94.5% |