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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 | $33,589 | $65,322-48.6% | $70,476-52.3% | $73,493-54.3% |
| Participation rate | 99.2% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 6.94% | 15.71%-8.8pp | 109.12%-102.2pp | 28.51%-21.6pp |
| Employer contribution / active EE | $6,818 | $2,460+177.2% | $2,738+149.0% | $2,270+200.3% |
| Participant deferral / active EE | $3,079 | $3,375-8.8% | $3,710-17.0% | $3,740-17.7% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |