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 | $19,710 | $52,639-62.6% | $185,117-89.4% | $62,293-68.4% |
| Participation rate | 75.9% | 63.9%+12.0pp | 77.3%-1.4pp | 69.5%+6.4pp |
| Annual return | 18.57% | 19.57%-1.0pp | 40.50%-21.9pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,506 | $1,483+1.6% | $4,182-64.0% | $2,042-26.3% |
| Participant deferral / active EE | $1,363 | $3,097-56.0% | $5,045-73.0% | $3,169-57.0% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |