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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 | $45,208 | $40,264+12.3% | $57,349-21.2% | $59,633-24.2% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.1%+22.2pp | 68.7%+28.6pp |
| Annual return | 2.25% | 27.51%-25.3pp | 24.40%-22.2pp | 2041.40%-2039.2pp |
| Employer contribution / active EE | $2,980 | $1,922+55.0% | $2,689+10.8% | $2,203+35.3% |
| Participant deferral / active EE | $5,635 | $2,400+134.8% | $3,162+78.2% | $3,192+76.6% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |