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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 | $56,955 | $46,173+23.4% | $170,435-66.6% | $69,631-18.2% |
| Participation rate | 96.5% | 63.9%+32.6pp | 83.6%+12.9pp | 70.7%+25.8pp |
| Annual return | 16.46% | 21.62%-5.2pp | 205.94%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,249 | $1,610-22.4% | $5,432-77.0% | $2,032-38.5% |
| Participant deferral / active EE | $3,356 | $2,080+61.3% | $4,939-32.1% | $3,224+4.1% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |