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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 | $53,364 | $52,967+0.7% | $172,753-69.1% | $65,186-18.1% |
| Participation rate | 98.6% | 66.2%+32.4pp | 82.6%+15.9pp | 70.2%+28.4pp |
| Annual return | 20.59% | 30.12%-9.5pp | 803.00%-782.4pp | 29.39%-8.8pp |
| Employer contribution / active EE | $2,989 | $2,190+36.5% | $5,144-41.9% | $2,177+37.3% |
| Participant deferral / active EE | $4,420 | $2,471+78.9% | $5,198-15.0% | $3,514+25.8% |
| Admin fee / account holder | $186 | $472-60.7% | $13,956-98.7% | $847-78.1% |