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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 | $35,458 | $81,719-56.6% | $101,271-65.0% | $90,274-60.7% |
| Participation rate | 78.5% | 80.7%-2.2pp | 75.8%+2.7pp | 73.4%+5.2pp |
| Annual return | 66.59% | 337.64%-271.0pp | 46.48%+20.1pp | 53.97%+12.6pp |
| Employer contribution / active EE | $1,575 | $3,622-56.5% | $3,660-57.0% | $2,523-37.6% |
| Participant deferral / active EE | $3,427 | $3,310+3.6% | $4,371-21.6% | $4,231-19.0% |
| Admin fee / account holder | $89 | $162-45.3% | $5,948-98.5% | $114-22.3% |