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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 | $41,875 | $53,901-22.3% | $134,162-68.8% | $73,497-43.0% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 18.22% | 15.82%+2.4pp | 36.35%-18.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,571 | $1,458+7.8% | $3,705-57.6% | $2,270-30.8% |
| Participant deferral / active EE | $2,787 | $2,739+1.8% | $3,500-20.4% | $3,740-25.5% |
| Admin fee / account holder | $23 | $581-96.0% | $6,685-99.7% | $513-95.5% |