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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 | $89,672 | $95,542-6.1% | $69,464+29.1% | $67,579+32.7% |
| Participation rate | 90.2% | 79.4%+10.8pp | 74.6%+15.6pp | 71.3%+18.9pp |
| Annual return | 17.07% | 17.67%-0.6pp | 28.98%-11.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,378 | $2,989-53.9% | $2,779-50.4% | $2,148-35.8% |
| Participant deferral / active EE | $2,584 | $3,263-20.8% | $3,536-26.9% | $3,539-27.0% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |