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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 | $51,163 | $49,239+3.9% | $70,462-27.4% | $79,858-35.9% |
| Participation rate | 98.4% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 12.64% | 30.08%-17.4pp | 109.08%-96.4pp | 31.72%-19.1pp |
| Employer contribution / active EE | $4,079 | $2,100+94.2% | $2,737+49.0% | $2,471+65.1% |
| Participant deferral / active EE | $2,840 | $2,769+2.6% | $3,710-23.4% | $3,740-24.1% |
| Admin fee / account holder | $18 | $2,876-99.4% | $3,845-99.5% | $5,306-99.7% |