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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 | $63,322 | $46,877+35.1% | $122,354-48.2% | $70,126-9.7% |
| Participation rate | 95.5% | 58.2%+37.3pp | 71.6%+23.9pp | 69.5%+26.0pp |
| Annual return | 19.36% | 24.22%-4.9pp | 30.28%-10.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $3,711 | $1,288+188.1% | $4,051-8.4% | $2,343+58.4% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2 | $3,324-99.9% | $5,479-100.0% | $4,645-100.0% |