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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 | $45,586 | $63,433-28.1% | $63,803-28.6% | $64,097-28.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 55.2%+44.8pp |
| Annual return | 11.14% | 20.74%-9.6pp | 543.72%-532.6pp | 34.64%-23.5pp |
| Employer contribution / active EE | $4,087 | $2,332+75.3% | $2,532+61.4% | $1,891+116.1% |
| Participant deferral / active EE | $0 | $3,119-100.0% | $3,843-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $1,489-100.0% | $5,196-100.0% | $3,454-100.0% |