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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 | $29,546 | $77,638-61.9% | $156,552-81.1% | $62,881-53.0% |
| Participation rate | 90.4% | 71.2%+19.2pp | 84.0%+6.4pp | 69.3%+21.1pp |
| Annual return | 10.98% | 50.33%-39.3pp | 32.23%-21.2pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,609 | $3,444-53.3% | $5,501-70.7% | $2,281-29.5% |
| Participant deferral / active EE | $1,442 | $3,046-52.7% | $4,871-70.4% | $3,203-55.0% |
| Admin fee / account holder | $22 | $5,561-99.6% | $13,028-99.8% | $4,296-99.5% |