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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 | $54,250 | $48,076+12.8% | $78,690-31.1% | $62,891-13.7% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.6%+24.5pp | 69.3%+28.7pp |
| Annual return | 8.20% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,072 | $2,588+211.9% | $3,517+129.5% | $3,203+152.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |