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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 | $51,616 | $40,174+28.5% | $84,023-38.6% | $67,582-23.6% |
| Participation rate | 75.1% | 62.7%+12.4pp | 69.0%+6.1pp | 71.3%+3.8pp |
| Annual return | 35.55% | 25.82%+9.7pp | 71.32%-35.8pp | 378.57%-343.0pp |
| Employer contribution / active EE | $1,265 | $808+56.6% | $1,984-36.3% | $2,148-41.1% |
| Participant deferral / active EE | $1,440 | $2,301-37.4% | $3,239-55.6% | $3,539-59.3% |
| Admin fee / account holder | $124 | $128-3.5% | $6,102-98.0% | $142-12.9% |