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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 | $43,697 | $32,425+34.8% | $74,577-41.4% | $55,167-20.8% |
| Participation rate | 71.6% | 54.0%+17.6pp | 68.1%+3.4pp | 69.0%+2.6pp |
| Annual return | 6.23% | 10.63%-4.4pp | 20.47%-14.2pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,474 | $1,043+41.2% | $2,525-41.6% | $1,963-24.9% |
| Participant deferral / active EE | $2,360 | $1,995+18.3% | $3,458-31.8% | $3,054-22.7% |
| Admin fee / account holder | $31 | $748-95.9% | $4,138-99.3% | $504-93.9% |