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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 | $51,147 | $66,124-22.6% | $90,430-43.4% | $73,493-30.4% |
| Participation rate | 93.6% | 69.7%+23.9pp | 72.7%+20.9pp | 70.7%+22.9pp |
| Annual return | 14.55% | 17.65%-3.1pp | 1293.73%-1279.2pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,922 | $2,346+24.5% | $3,262-10.4% | $2,270+28.7% |
| Participant deferral / active EE | $5,016 | $3,039+65.1% | $3,963+26.6% | $3,740+34.1% |
| Admin fee / account holder | $92 | $396-76.8% | $5,613-98.4% | $513-82.1% |