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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 | $51,379 | $46,732+9.9% | $156,551-67.2% | $55,167-6.9% |
| Participation rate | 90.3% | 65.8%+24.5pp | 84.0%+6.3pp | 69.0%+21.3pp |
| Annual return | 6.16% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,453 | $2,105+16.5% | $5,501-55.4% | $1,963+25.0% |
| Participant deferral / active EE | $4,323 | $2,204+96.1% | $4,871-11.3% | $3,054+41.5% |
| Admin fee / account holder | $25 | $418-93.9% | $13,028-99.8% | $504-94.9% |