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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 | $40,501 | $51,288-21.0% | $81,982-50.6% | $73,412-44.8% |
| Participation rate | 99.6% | 64.0%+35.6pp | 69.3%+30.4pp | 72.2%+27.4pp |
| Annual return | 26.05% | 29.48%-3.4pp | 41.31%-15.3pp | 59.30%-33.2pp |
| Employer contribution / active EE | $3,425 | $1,487+130.4% | $2,498+37.1% | $2,234+53.3% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $5,665-100.0% | $158-100.0% |