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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 | $41,706 | $51,769-19.4% | $57,356-27.3% | $52,331-20.3% |
| Participation rate | 97.7% | 75.2%+22.5pp | 75.1%+22.7pp | 68.1%+29.6pp |
| Annual return | 1.68% | 2.43%-0.7pp | 24.41%-22.7pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,857 | $2,335+22.3% | $2,689+6.3% | $1,882+51.8% |
| Participant deferral / active EE | $1,853 | $2,794-33.7% | $3,162-41.4% | $3,022-38.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |