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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 | $124,846 | $42,396+194.5% | $67,313+85.5% | $56,287+121.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 22.20% | -36.63%+58.8pp | -4.08%+26.3pp | -9.96%+32.2pp |
| Employer contribution / active EE | $5,411 | $1,414+282.8% | $2,566+110.9% | $2,111+156.3% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |