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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 | $146,219 | $55,636+162.8% | $81,991+78.3% | $73,493+99.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.3%+30.7pp | 70.7%+29.3pp |
| Annual return | 24.74% | 19.07%+5.7pp | 41.31%-16.6pp | 28.51%-3.8pp |
| Employer contribution / active EE | $5,424 | $1,625+233.9% | $2,498+117.1% | $2,270+138.9% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |