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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 | $81,225 | $48,284+68.2% | $67,524+20.3% | $80,911+0.4% |
| Participation rate | 94.3% | 66.4%+27.9pp | 72.9%+21.4pp | 67.6%+26.6pp |
| Annual return | 13.01% | 18.27%-5.3pp | 3519.41%-3506.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $2,923 | $2,021+44.6% | $2,734+6.9% | $2,756+6.1% |
| Participant deferral / active EE | $3,392 | $2,927+15.9% | $4,001-15.2% | $4,297-21.1% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |