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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 | $39,548 | $59,191-33.2% | $76,767-48.5% | $56,289-29.7% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | 7.84% | 6.62%+1.2pp | 2.43%+5.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $3,136 | $1,759+78.3% | $2,485+26.2% | $2,111+48.5% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |