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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 | $196,314 | $91,621+114.3% | $67,511+190.8% | $77,671+152.8% |
| Participation rate | 80.3% | 76.0%+4.3pp | 72.9%+7.4pp | 70.6%+9.7pp |
| Annual return | 11.93% | 14.87%-2.9pp | 3517.41%-3505.5pp | 31.21%-19.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,411 | $3,906-38.3% | $4,000-39.7% | $4,648-48.1% |
| Admin fee / account holder | $0 | $176-100.0% | $3,999-100.0% | $430-100.0% |