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 | $155,857 | $81,961+90.2% | $141,200+10.4% | $89,609+73.9% |
| Participation rate | 99.0% | 64.9%+34.1pp | 82.5%+16.5pp | 69.6%+29.4pp |
| Annual return | 21.77% | 36.14%-14.4pp | 71.41%-49.6pp | 33.65%-11.9pp |
| Employer contribution / active EE | $8,146 | $2,268+259.2% | $4,736+72.0% | $2,584+215.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $6,710-100.0% | $4,222-100.0% |
| Admin fee / account holder | $0 | $68-99.5% | $10,265-100.0% | $72-99.5% |