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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 | $50,932 | $52,884-3.7% | $84,753-39.9% | $55,167-7.7% |
| Participation rate | 82.1% | 67.5%+14.5pp | 76.6%+5.5pp | 69.0%+13.1pp |
| Annual return | 6.34% | 18.03%-11.7pp | 22.78%-16.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,104 | $2,233-50.6% | $3,574-69.1% | $1,963-43.8% |
| Participant deferral / active EE | $2,789 | $2,644+5.5% | $3,712-24.9% | $3,054-8.7% |
| Admin fee / account holder | $101 | $581-82.6% | $5,333-98.1% | $504-79.9% |