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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 | $86,081 | $54,573+57.7% | $90,970-5.4% | $73,493+17.1% |
| Participation rate | 77.2% | 61.2%+16.0pp | 69.0%+8.1pp | 70.7%+6.5pp |
| Annual return | 14.41% | 16.69%-2.3pp | 134.58%-120.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $546 | $991-44.9% | $2,122-74.3% | $2,270-75.9% |
| Participant deferral / active EE | $4,115 | $2,517+63.5% | $3,373+22.0% | $3,740+10.0% |
| Admin fee / account holder | $21 | $521-95.9% | $5,960-99.6% | $513-95.9% |