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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 | $33,983 | $60,128-43.5% | $90,440-62.4% | $79,852-57.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.31% | 71.95%-60.6pp | 1294.38%-1283.1pp | 31.72%-20.4pp |
| Employer contribution / active EE | $2,286 | $2,068+10.5% | $3,263-29.9% | $2,471-7.5% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |