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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 | $60,267 | $95,542-36.9% | $69,461-13.2% | $67,579-10.8% |
| Participation rate | 96.7% | 79.4%+17.4pp | 74.6%+22.1pp | 71.3%+25.5pp |
| Annual return | 15.36% | 17.67%-2.3pp | 28.97%-13.6pp | 378.56%-363.2pp |
| Employer contribution / active EE | $2,416 | $2,989-19.2% | $2,779-13.1% | $2,148+12.5% |
| Participant deferral / active EE | $3,054 | $3,263-6.4% | $3,536-13.6% | $3,539-13.7% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |