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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 | $97,871 | $45,043+117.3% | $63,005+55.3% | $70,124+39.6% |
| Participation rate | 99.0% | 69.5%+29.5pp | 74.8%+24.2pp | 69.5%+29.4pp |
| Annual return | 15.73% | 18.76%-3.0pp | 87.59%-71.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,278 | $2,052+59.7% | $2,760+18.8% | $2,342+39.9% |
| Participant deferral / active EE | $5,103 | $2,466+107.0% | $3,329+53.3% | $3,332+53.2% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |