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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 | $86,410 | $95,542-9.6% | $69,461+24.4% | $67,579+27.9% |
| Participation rate | 95.5% | 79.4%+16.1pp | 74.6%+20.9pp | 71.3%+24.2pp |
| Annual return | 17.77% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $2,214 | $2,989-25.9% | $2,779-20.3% | $2,148+3.1% |
| Participant deferral / active EE | $2,206 | $3,263-32.4% | $3,536-37.6% | $3,539-37.7% |
| Admin fee / account holder | $127 | $90+41.2% | $3,840-96.7% | $142-10.8% |