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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 | $59,812 | $45,152+32.5% | $73,835-19.0% | $59,633+0.3% |
| Participation rate | 97.8% | 64.0%+33.8pp | 73.4%+24.3pp | 68.7%+29.1pp |
| Annual return | 3.58% | 27.40%-23.8pp | 2268.13%-2264.5pp | 2041.40%-2037.8pp |
| Employer contribution / active EE | $7,937 | $1,901+317.5% | $2,788+184.7% | $2,203+260.4% |
| Participant deferral / active EE | $5,606 | $2,573+117.9% | $3,583+56.5% | $3,192+75.6% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |