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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 | $51,434 | $45,343+13.4% | $150,298-65.8% | $67,986-24.3% |
| Participation rate | 71.0% | 51.9%+19.1pp | 77.8%-6.8pp | 57.2%+13.8pp |
| Annual return | 17.55% | 33.28%-15.7pp | 62.79%-45.2pp | 31.67%-14.1pp |
| Employer contribution / active EE | $950 | $1,462-35.0% | $4,154-77.1% | $2,019-52.9% |
| Participant deferral / active EE | $1,543 | $2,055-24.9% | $5,453-71.7% | $3,358-54.0% |
| Admin fee / account holder | $8 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |