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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 | $42,821 | $86,341-50.4% | $125,195-65.8% | $65,186-34.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.62% | 27.44%-4.8pp | 43.79%-21.2pp | 29.39%-6.8pp |
| Employer contribution / active EE | $2,762 | $2,040+35.4% | $3,866-28.6% | $2,177+26.9% |
| Participant deferral / active EE | $1,917 | $3,538-45.8% | $4,937-61.2% | $3,514-45.4% |
| Admin fee / account holder | $3 | $609-99.6% | $9,704-100.0% | $847-99.7% |