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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 | $57,006 | $85,766-33.5% | $136,298-58.2% | $70,126-18.7% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 18.40% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,763 | $2,966-40.6% | $4,696-62.5% | $2,343-24.7% |
| Participant deferral / active EE | $5,052 | $5,0510% | $6,247-19.1% | $3,332+51.6% |
| Admin fee / account holder | $15 | $5,421-99.7% | $9,244-99.8% | $4,645-99.7% |