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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 | $96,347 | $65,322+47.5% | $70,476+36.7% | $73,493+31.1% |
| Participation rate | 97.7% | 77.0%+20.8pp | 75.1%+22.7pp | 70.7%+27.0pp |
| Annual return | 13.13% | 15.71%-2.6pp | 109.12%-96.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $9,354 | $2,460+280.3% | $2,738+241.6% | $2,270+312.0% |
| Participant deferral / active EE | $4,496 | $3,375+33.2% | $3,710+21.2% | $3,740+20.2% |
| Admin fee / account holder | $2 | $214-99.2% | $3,847-100.0% | $513-99.7% |