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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 | $26,564 | $47,977-44.6% | $154,111-82.8% | $56,287-52.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -2.67% | 3.54%-6.2pp | 735.18%-737.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $475 | $2,169-78.1% | $5,298-91.0% | $2,111-77.5% |
| Participant deferral / active EE | $758 | $2,392-68.3% | $5,081-85.1% | $3,350-77.4% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.1% |