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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 | $113,128 | $80,005+41.4% | $140,019-19.2% | $55,725+103.0% |
| Participation rate | 84.6% | 87.0%-2.4pp | 87.5%-2.9pp | 70.9%+13.8pp |
| Annual return | 10.54% | 0.46%+10.1pp | 651.17%-640.6pp | 244.93%-234.4pp |
| Employer contribution / active EE | $3,193 | $3,403-6.2% | $5,605-43.0% | $2,078+53.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |