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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 | $32,386 | $51,769-37.4% | $57,356-43.5% | $52,331-38.1% |
| Participation rate | 99.2% | 75.2%+24.0pp | 75.1%+24.1pp | 68.1%+31.1pp |
| Annual return | 1.66% | 2.43%-0.8pp | 24.41%-22.8pp | 4.54%-2.9pp |
| Employer contribution / active EE | $4,626 | $2,335+98.1% | $2,689+72.1% | $1,882+145.9% |
| Participant deferral / active EE | $1,026 | $2,794-63.3% | $3,162-67.5% | $3,022-66.1% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |