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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 | $64,396 | $56,640+13.7% | $78,002-17.4% | $55,167+16.7% |
| Participation rate | 86.5% | 73.3%+13.2pp | 75.5%+11.0pp | 69.0%+17.6pp |
| Annual return | 5.74% | 2868.48%-2862.7pp | 425.99%-420.2pp | 169.23%-163.5pp |
| Employer contribution / active EE | $915 | $1,724-46.9% | $2,470-62.9% | $1,963-53.4% |
| Participant deferral / active EE | $3,839 | $2,778+38.2% | $3,497+9.8% | $3,054+25.7% |
| Admin fee / account holder | $62 | $467-86.7% | $5,481-98.9% | $504-87.7% |