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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 | $58,557 | $60,795-3.7% | $69,464-15.7% | $65,185-10.2% |
| Participation rate | 99.4% | 74.9%+24.5pp | 74.6%+24.8pp | 70.2%+29.2pp |
| Annual return | 38.53% | 17.46%+21.1pp | 28.98%+9.6pp | 29.38%+9.1pp |
| Employer contribution / active EE | $2,927 | $2,452+19.4% | $2,779+5.3% | $2,177+34.5% |
| Participant deferral / active EE | $1,986 | $3,162-37.2% | $3,536-43.8% | $3,514-43.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |