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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 | $61,545 | $39,132+57.3% | $57,196+7.6% | $62,881-2.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.49% | 9.24%-0.7pp | 14.59%-6.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,799 | $1,874-4.0% | $2,683-33.0% | $2,281-21.1% |
| Participant deferral / active EE | $4,390 | $2,374+84.9% | $3,096+41.8% | $3,203+37.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |