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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 | $62,753 | $70,667-11.2% | $123,105-49.0% | $52,331+19.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 17.41% | 6.23%+11.2pp | 13.22%+4.2pp | 4.54%+12.9pp |
| Employer contribution / active EE | $2,856 | $2,946-3.1% | $5,151-44.6% | $1,882+51.8% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |