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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 | $54,749 | $49,239+11.2% | $70,462-22.3% | $79,858-31.4% |
| Participation rate | 92.5% | 69.2%+23.4pp | 75.1%+17.5pp | 69.6%+22.9pp |
| Annual return | 15.13% | 30.08%-15.0pp | 109.08%-94.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,758 | $2,100-16.3% | $2,737-35.8% | $2,471-28.8% |
| Participant deferral / active EE | $2,373 | $2,769-14.3% | $3,710-36.0% | $3,740-36.5% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |