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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 | $50,409 | $61,172-17.6% | $185,851-72.9% | $79,389-36.5% |
| Participation rate | 95.9% | 66.6%+29.2pp | 81.7%+14.1pp | 70.7%+25.1pp |
| Annual return | 22.90% | 19.45%+3.5pp | 122.11%-99.2pp | 116.89%-94.0pp |
| Employer contribution / active EE | $4,739 | $2,321+104.2% | $5,168-8.3% | $2,428+95.2% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $10 | $710-98.6% | $16,245-99.9% | $626-98.4% |