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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 | $32,460 | $84,236-61.5% | $170,439-81.0% | $70,124-53.7% |
| Participation rate | 90.8% | 70.8%+19.9pp | 83.6%+7.2pp | 69.5%+21.2pp |
| Annual return | 12.39% | 23.06%-10.7pp | 205.94%-193.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $906 | $3,387-73.3% | $5,433-83.3% | $2,342-61.3% |
| Participant deferral / active EE | $1,980 | $3,086-35.8% | $4,939-59.9% | $3,332-40.6% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |