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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 | $64,114 | $57,108+12.3% | $94,229-32.0% | $52,331+22.5% |
| Participation rate | 88.0% | 72.9%+15.0pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | -1.28% | 1.47%-2.7pp | 10.68%-12.0pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,683 | $1,735-3.0% | $3,587-53.1% | $1,882-10.6% |
| Participant deferral / active EE | $2,179 | $3,040-28.3% | $4,320-49.6% | $3,022-27.9% |
| Admin fee / account holder | $49 | $546-91.1% | $6,269-99.2% | $592-91.7% |