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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 | $17,713 | $55,453-68.1% | $170,435-89.6% | $62,293-71.6% |
| Participation rate | 88.7% | 66.4%+22.3pp | 83.6%+5.1pp | 69.5%+19.2pp |
| Annual return | 12.57% | 21.38%-8.8pp | 205.94%-193.4pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,342 | $2,303-41.7% | $4,939-72.8% | $3,169-57.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |