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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 | $168,772 | $91,680+84.1% | $67,524+149.9% | $77,692+117.2% |
| Participation rate | 98.2% | 76.0%+22.2pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 11.70% | 14.87%-3.2pp | 3519.41%-3507.7pp | 31.25%-19.6pp |
| Employer contribution / active EE | $4,134 | $3,186+29.8% | $2,734+51.2% | $2,726+51.7% |
| Participant deferral / active EE | $5,280 | $3,909+35.1% | $4,001+32.0% | $4,648+13.6% |
| Admin fee / account holder | $93 | $176-47.3% | $4,001-97.7% | $431-78.4% |