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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 | $37,470 | $81,494-54.0% | $133,978-72.0% | $73,497-49.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 0.00% | 19.40%-19.4pp | 45.10%-45.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $4,950 | $2,210+124.0% | $3,919+26.3% | $2,270+118.1% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |