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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 | $157,793 | $66,319+137.9% | $93,621+68.5% | $65,185+142.1% |
| Participation rate | 93.0% | 74.0%+19.0pp | 75.8%+17.1pp | 70.2%+22.8pp |
| Annual return | 21.65% | 42.59%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,649 | $2,013+81.3% | $2,719+34.2% | $2,177+67.7% |
| Participant deferral / active EE | $6,940 | $3,343+107.6% | $4,070+70.5% | $3,514+97.5% |
| Admin fee / account holder | $4 | $6,900-99.9% | $7,890-99.9% | $847-99.5% |