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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 | $40,383 | $53,841-25.0% | $75,731-46.7% | $85,851-53.0% |
| Participation rate | 77.9% | 69.0%+8.9pp | 74.8%+3.1pp | 69.3%+8.6pp |
| Annual return | 23.87% | 24.54%-0.7pp | 104.65%-80.8pp | 318.63%-294.8pp |
| Employer contribution / active EE | $2,873 | $2,017+42.4% | $2,743+4.7% | $2,565+12.0% |
| Participant deferral / active EE | $3,106 | $2,895+7.3% | $3,820-18.7% | $3,952-21.4% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |