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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 | $127,629 | $62,928+102.8% | $172,752-26.1% | $67,579+88.9% |
| Participation rate | 92.5% | 64.5%+28.0pp | 82.6%+9.8pp | 71.3%+21.2pp |
| Annual return | 18.96% | 30.36%-11.4pp | 802.97%-784.0pp | 378.56%-359.6pp |
| Employer contribution / active EE | $11,095 | $1,636+578.2% | $5,144+115.7% | $2,148+416.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |