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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 | $67,594-32.6% | $77,361-41.1% | $69,733-34.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 11.14% | 19.20%-8.1pp | 1011.54%-1000.4pp | 15.22%-4.1pp |
| Employer contribution / active EE | $4,087 | $2,649+54.3% | $2,990+36.7% | $2,250+81.6% |
| Participant deferral / active EE | $0 | $3,401-100.0% | $3,911-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $1,159-100.0% | $5,894-100.0% | $3,102-100.0% |