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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 | $58,663 | $57,976+1.2% | $63,018-6.9% | $62,293-5.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.86% | 17.54%+0.3pp | 87.62%-69.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,115 | $2,415-53.8% | $2,761-59.6% | $2,042-45.4% |
| Participant deferral / active EE | $4,808 | $2,956+62.7% | $3,330+44.4% | $3,169+51.7% |
| Admin fee / account holder | $4 | $276-98.4% | $3,601-99.9% | $479-99.1% |