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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 | $83,755 | $52,467+59.6% | $57,196+46.4% | $55,167+51.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.91% | 7.72%+0.2pp | 14.59%-6.7pp | 169.23%-161.3pp |
| Employer contribution / active EE | $861 | $2,477-65.2% | $2,683-67.9% | $1,963-56.1% |
| Participant deferral / active EE | $2,893 | $2,830+2.2% | $3,096-6.5% | $3,054-5.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |