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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 | $67,380 | $95,542-29.5% | $69,483-3.0% | $67,582-0.3% |
| Participation rate | 98.5% | 79.4%+19.1pp | 74.6%+23.9pp | 71.3%+27.2pp |
| Annual return | 8.23% | 17.67%-9.4pp | 28.99%-20.8pp | 378.57%-370.3pp |
| Employer contribution / active EE | $4,374 | $2,989+46.4% | $2,780+57.4% | $2,148+103.7% |
| Participant deferral / active EE | $4,151 | $3,263+27.2% | $3,537+17.4% | $3,539+17.3% |
| Admin fee / account holder | $0 | $90-100.0% | $3,841-100.0% | $142-100.0% |