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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 | $38,536 | $45,087-14.5% | $69,483-44.5% | $72,976-47.2% |
| Participation rate | 88.9% | 68.5%+20.4pp | 74.6%+14.3pp | 69.5%+19.4pp |
| Annual return | 17.59% | 22.67%-5.1pp | 28.99%-11.4pp | 81.02%-63.4pp |
| Employer contribution / active EE | $4,116 | $2,055+100.3% | $2,780+48.1% | $2,440+68.7% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |