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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 | $64,289 | $98,776-34.9% | $149,745-57.1% | $79,856-19.5% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.5%-4.2pp | 69.6%+8.7pp |
| Annual return | 23.83% | 27.38%-3.5pp | 276.72%-252.9pp | 31.71%-7.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,847 | $5,681+143.7% | $6,843+102.3% | $3,741+270.2% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |