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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 | $26,637 | $60,795-56.2% | $69,483-61.7% | $65,186-59.1% |
| Participation rate | 81.6% | 74.9%+6.7pp | 74.6%+7.0pp | 70.2%+11.4pp |
| Annual return | 28.42% | 17.46%+11.0pp | 28.99%-0.6pp | 29.39%-1.0pp |
| Employer contribution / active EE | $1,609 | $2,452-34.4% | $2,780-42.1% | $2,177-26.1% |
| Participant deferral / active EE | $1,598 | $3,162-49.4% | $3,537-54.8% | $3,514-54.5% |
| Admin fee / account holder | $20 | $314-93.6% | $3,841-99.5% | $847-97.6% |