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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 | $56,217 | $47,448+18.5% | $94,993-40.8% | $62,293-9.8% |
| Participation rate | 96.9% | 66.5%+30.4pp | 73.9%+23.0pp | 69.5%+27.4pp |
| Annual return | 14.38% | 22.64%-8.3pp | 27.14%-12.8pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,613 | $1,300+101.0% | $2,603+0.3% | $2,042+27.9% |
| Participant deferral / active EE | $3,025 | $2,375+27.4% | $3,317-8.8% | $3,169-4.5% |
| Admin fee / account holder | $4 | $434-99.2% | $4,960-99.9% | $479-99.2% |