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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 | $45,812 | $35,183+30.2% | $73,550-37.7% | $70,126-34.7% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 16.12% | 26.90%-10.8pp | -15.16%+31.3pp | 73.15%-57.0pp |
| Employer contribution / active EE | $677 | $709-4.5% | $1,219-44.5% | $2,343-71.1% |
| Participant deferral / active EE | $1,609 | $1,220+31.9% | $1,804-10.8% | $3,332-51.7% |
| Admin fee / account holder | $41 | $2,302-98.2% | $2,320-98.2% | $4,645-99.1% |