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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 | $27,482 | $46,732-41.2% | $156,551-82.4% | $55,167-50.2% |
| Participation rate | 95.5% | 65.8%+29.7pp | 84.0%+11.4pp | 69.0%+26.5pp |
| Annual return | 6.09% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $707 | $2,204-67.9% | $4,871-85.5% | $3,054-76.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |