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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 | $57,439 | $52,467+9.5% | $57,196+0.4% | $55,167+4.1% |
| Participation rate | 96.8% | 75.8%+20.9pp | 75.3%+21.4pp | 69.0%+27.8pp |
| Annual return | 2.28% | 7.72%-5.4pp | 14.59%-12.3pp | 169.23%-166.9pp |
| Employer contribution / active EE | $2,832 | $2,477+14.3% | $2,683+5.6% | $1,963+44.3% |
| Participant deferral / active EE | $3,180 | $2,830+12.4% | $3,096+2.7% | $3,054+4.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |