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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 | $79,445 | $49,138+61.7% | $84,021-5.4% | $65,185+21.9% |
| Participation rate | 84.1% | 60.7%+23.3pp | 69.0%+15.0pp | 70.2%+13.9pp |
| Annual return | 20.43% | 23.00%-2.6pp | 71.32%-50.9pp | 29.38%-9.0pp |
| Employer contribution / active EE | $689 | $914-24.6% | $1,984-65.3% | $2,177-68.3% |
| Participant deferral / active EE | $4,888 | $2,397+103.9% | $3,239+50.9% | $3,514+39.1% |
| Admin fee / account holder | $27 | $543-95.0% | $6,102-99.6% | $847-96.8% |