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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 | $94,742 | $77,817+21.7% | $123,553-23.3% | $64,173+47.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 78.22% | 12.49%+65.7pp | 119.21%-41.0pp | 7.63%+70.6pp |
| Employer contribution / active EE | $1,183 | $3,014-60.8% | $4,628-74.4% | $2,381-50.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |