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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 | $126,100 | $65,322+93.0% | $70,476+78.9% | $73,493+71.6% |
| Participation rate | 97.2% | 77.0%+20.3pp | 75.1%+22.1pp | 70.7%+26.5pp |
| Annual return | 11.66% | 15.71%-4.1pp | 109.12%-97.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $4,208 | $2,460+71.1% | $2,738+53.7% | $2,270+85.4% |
| Participant deferral / active EE | $6,702 | $3,375+98.6% | $3,710+80.6% | $3,740+79.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |