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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 | $17,919 | $55,453-67.7% | $170,435-89.5% | $62,293-71.2% |
| Participation rate | 84.9% | 66.4%+18.5pp | 83.6%+1.3pp | 69.5%+15.3pp |
| Annual return | 27.07% | 21.38%+5.7pp | 205.94%-178.9pp | 28.90%-1.8pp |
| Employer contribution / active EE | $2,217 | $2,164+2.5% | $5,432-59.2% | $2,042+8.6% |
| Participant deferral / active EE | $1,628 | $2,303-29.3% | $4,939-67.0% | $3,169-48.6% |
| Admin fee / account holder | $36 | $455-92.0% | $13,881-99.7% | $479-92.4% |