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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 | $71,349 | $52,467+36.0% | $57,196+24.7% | $55,167+29.3% |
| Participation rate | 97.7% | 75.8%+21.9pp | 75.3%+22.4pp | 69.0%+28.7pp |
| Annual return | 6.54% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $712 | $2,477-71.3% | $2,683-73.5% | $1,963-63.7% |
| Participant deferral / active EE | $2,373 | $2,830-16.2% | $3,096-23.4% | $3,054-22.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |