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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 | $62,372 | $61,166+2.0% | $185,849-66.4% | $79,391-21.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 27.27% | 19.45%+7.8pp | 122.10%-94.8pp | 116.88%-89.6pp |
| Employer contribution / active EE | $7,642 | $2,321+229.3% | $5,169+47.9% | $2,428+214.8% |
| Participant deferral / active EE | $6,521 | $2,789+133.8% | $5,569+17.1% | $4,046+61.2% |
| Admin fee / account holder | $17 | $710-97.6% | $16,244-99.9% | $627-97.3% |