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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 | $91,494 | $98,760-7.4% | $149,710-38.9% | $79,860+14.6% |
| Participation rate | 89.2% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.6pp |
| Annual return | 13.73% | 27.43%-13.7pp | 276.63%-262.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $3,530 | $3,217+9.7% | $4,645-24.0% | $2,471+42.9% |
| Participant deferral / active EE | $5,585 | $5,681-1.7% | $6,842-18.4% | $3,740+49.3% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |