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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 | $41,903 | $48,313-13.3% | $73,309-42.8% | $52,331-19.9% |
| Participation rate | 83.5% | 68.6%+14.9pp | 74.9%+8.6pp | 68.1%+15.4pp |
| Annual return | 1.83% | 3.85%-2.0pp | 5.67%-3.8pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,267 | $1,661-23.7% | $3,237-60.9% | $1,882-32.7% |
| Participant deferral / active EE | $2,701 | $4,189-35.5% | $4,991-45.9% | $3,022-10.6% |
| Admin fee / account holder | $0 | $404-100.0% | $5,635-100.0% | $592-100.0% |