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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 | $72,108 | $57,976+24.4% | $63,005+14.4% | $62,293+15.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.50% | 17.54%-1.0pp | 87.59%-71.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,569 | $2,415+6.4% | $2,760-6.9% | $2,042+25.8% |
| Participant deferral / active EE | $3,893 | $2,956+31.7% | $3,329+16.9% | $3,169+22.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,599-100.0% | $479-100.0% |