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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 | $54,630 | $45,825+19.2% | $90,657-39.7% | $56,289-2.9% |
| Participation rate | 98.4% | 66.7%+31.7pp | 74.0%+24.4pp | 69.9%+28.5pp |
| Annual return | -4.73% | 38.64%-43.4pp | 1.89%-6.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,130 | $1,372+128.2% | $2,532+23.6% | $2,111+48.3% |
| Participant deferral / active EE | $3,302 | $2,562+28.8% | $3,424-3.6% | $3,350-1.4% |
| Admin fee / account holder | $3 | $413-99.3% | $4,994-99.9% | $521-99.5% |