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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 | $43,201 | $44,221-2.3% | $121,220-64.4% | $56,287-23.2% |
| Participation rate | 82.8% | 61.1%+21.7pp | 71.8%+11.0pp | 69.9%+12.9pp |
| Annual return | -1.91% | -3.58%+1.7pp | 16.94%-18.8pp | -9.96%+8.0pp |
| Employer contribution / active EE | $1,176 | $1,480-20.5% | $4,023-70.8% | $2,111-44.3% |
| Participant deferral / active EE | $2,503 | $2,521-0.7% | $3,345-25.2% | $3,350-25.3% |
| Admin fee / account holder | $1 | $480-99.9% | $5,021-100.0% | $521-99.9% |