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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 | $155,595 | $80,753+92.7% | $136,297+14.2% | $62,293+149.8% |
| Participation rate | 99.3% | 73.5%+25.8pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 15.55% | 35.83%-20.3pp | 5156.16%-5140.6pp | 28.90%-13.3pp |
| Employer contribution / active EE | $3,897 | $2,884+35.1% | $4,696-17.0% | $2,042+90.8% |
| Participant deferral / active EE | $5,601 | $5,164+8.5% | $6,247-10.3% | $3,169+76.7% |
| Admin fee / account holder | $5 | $525-99.1% | $9,244-99.9% | $479-99.0% |