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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 | $17,030 | $46,100-63.1% | $86,581-80.3% | $69,631-75.5% |
| Participation rate | 98.1% | 67.2%+31.0pp | 73.5%+24.6pp | 70.7%+27.5pp |
| Annual return | 13.70% | 21.02%-7.3pp | 965.06%-951.4pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $926 | $1,850-49.9% | $2,840-67.4% | $2,032-54.4% |
| Participant deferral / active EE | $2,092 | $2,432-14.0% | $3,609-42.0% | $3,224-35.1% |
| Admin fee / account holder | $19 | $94-79.5% | $4,904-99.6% | $110-82.6% |