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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 | $30,696 | $72,404-57.6% | $110,243-72.2% | $64,173-52.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.04% | -6.29%+26.3pp | 314.76%-294.7pp | 7.63%+12.4pp |
| Employer contribution / active EE | $6,781 | $2,282+197.2% | $3,827+77.2% | $2,381+184.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |