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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 | $16,557 | $52,961-68.7% | $172,755-90.4% | $65,185-74.6% |
| Participation rate | 95.7% | 66.2%+29.5pp | 82.6%+13.0pp | 70.2%+25.5pp |
| Annual return | 19.95% | 30.12%-10.2pp | 802.94%-783.0pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,345 | $2,190-38.6% | $5,144-73.9% | $2,177-38.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $12 | $472-97.5% | $13,955-99.9% | $847-98.6% |