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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 | $102,138 | $52,467+94.7% | $57,196+78.6% | $55,167+85.1% |
| Participation rate | 91.3% | 75.8%+15.5pp | 75.3%+16.0pp | 69.0%+22.3pp |
| Annual return | 6.18% | 7.72%-1.5pp | 14.59%-8.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $5,194 | $2,477+109.6% | $2,683+93.6% | $1,963+164.6% |
| Participant deferral / active EE | $4,720 | $2,830+66.8% | $3,096+52.5% | $3,054+54.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |