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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 | $18,795 | $37,196-49.5% | $154,108-87.8% | $55,725-66.3% |
| Participation rate | 96.7% | 64.1%+32.6pp | 83.0%+13.7pp | 70.9%+25.9pp |
| Annual return | 10.15% | 1319.68%-1309.5pp | 735.21%-725.1pp | 244.93%-234.8pp |
| Employer contribution / active EE | $314 | $1,614-80.6% | $5,298-94.1% | $2,078-84.9% |
| Participant deferral / active EE | $2,162 | $2,068+4.5% | $5,081-57.4% | $3,356-35.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |