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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 | $28,483 | $88,324-67.8% | $115,038-75.2% | $55,191-48.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 18.95% | 6.30%+12.7pp | 26.14%-7.2pp | 10.78%+8.2pp |
| Employer contribution / active EE | $2,192 | $2,805-21.8% | $4,608-52.4% | $1,899+15.5% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |