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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 | $55,127 | $41,377+33.2% | $109,313-49.6% | $62,881-12.3% |
| Participation rate | 93.8% | 57.5%+36.2pp | 71.3%+22.5pp | 69.3%+24.4pp |
| Annual return | 6.33% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,161 | $1,276-9.0% | $3,892-70.2% | $2,281-49.1% |
| Participant deferral / active EE | $1,571 | $2,045-23.2% | $3,166-50.4% | $3,203-50.9% |
| Admin fee / account holder | $40 | $2,884-98.6% | $5,666-99.3% | $4,296-99.1% |