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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 | $94,799 | $45,050+110.4% | $63,018+50.4% | $70,126+35.2% |
| Participation rate | 97.5% | 69.5%+28.0pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 14.30% | 18.76%-4.5pp | 87.62%-73.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,762 | $2,052+34.6% | $2,761+0.1% | $2,343+17.9% |
| Participant deferral / active EE | $5,606 | $2,466+127.4% | $3,330+68.4% | $3,332+68.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |