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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 | $16,622 | $46,732-64.4% | $156,551-89.4% | $55,167-69.9% |
| Participation rate | 95.9% | 65.8%+30.1pp | 84.0%+11.9pp | 69.0%+26.9pp |
| Annual return | 6.18% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,249 | $2,105-40.7% | $5,501-77.3% | $1,963-36.3% |
| Participant deferral / active EE | $2,247 | $2,204+2.0% | $4,871-53.9% | $3,054-26.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |