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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 | $48,743 | $67,166-27.4% | $57,356-15.0% | $55,191-11.7% |
| Participation rate | 97.7% | 77.7%+20.0pp | 75.1%+22.6pp | 69.2%+28.5pp |
| Annual return | 1.52% | 4.22%-2.7pp | 24.41%-22.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $6,800 | $2,812+141.8% | $2,689+152.9% | $1,899+258.1% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |