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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 | $76,439 | $54,573+40.1% | $90,970-16.0% | $73,497+4.0% |
| Participation rate | 79.3% | 61.2%+18.1pp | 69.0%+10.2pp | 70.7%+8.6pp |
| Annual return | 15.04% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,136 | $991+115.4% | $2,122+0.7% | $2,270-5.9% |
| Participant deferral / active EE | $1,748 | $2,517-30.5% | $3,373-48.2% | $3,740-53.3% |
| Admin fee / account holder | $187 | $521-64.1% | $5,961-96.9% | $513-63.5% |