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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 | $43,317 | $52,467-17.4% | $57,196-24.3% | $55,167-21.5% |
| Participation rate | 98.5% | 75.8%+22.7pp | 75.3%+23.2pp | 69.0%+29.5pp |
| Annual return | 6.26% | 7.72%-1.5pp | 14.59%-8.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,115 | $2,477+25.8% | $2,683+16.1% | $1,963+58.7% |
| Participant deferral / active EE | $2,011 | $2,830-28.9% | $3,096-35.0% | $3,054-34.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |