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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 | $82,651 | $57,976+42.6% | $63,018+31.2% | $62,293+32.7% |
| Participation rate | 97.6% | 75.9%+21.7pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 14.09% | 17.54%-3.5pp | 87.62%-73.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,385 | $2,956-19.3% | $3,330-28.4% | $3,169-24.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |