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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 | $124,430 | $76,774+62.1% | $112,270+10.8% | $77,906+59.7% |
| Participation rate | 86.6% | 80.2%+6.4pp | 75.1%+11.5pp | 73.7%+12.9pp |
| Annual return | -5.96% | -10.25%+4.3pp | 27.49%-33.5pp | 12.16%-18.1pp |
| Employer contribution / active EE | $5,747 | $3,977+44.5% | $3,635+58.1% | $2,846+101.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $184 | $239-22.9% | $6,411-97.1% | $133+38.9% |