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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 | $39,256 | $45,079-12.9% | $69,461-43.5% | $72,983-46.2% |
| Participation rate | 91.8% | 68.5%+23.3pp | 74.6%+17.2pp | 69.5%+22.3pp |
| Annual return | 17.02% | 22.65%-5.6pp | 28.97%-11.9pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,014 | $2,603+15.8% | $3,536-14.8% | $3,608-16.5% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |