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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 | $71,537 | $50,637+41.3% | $86,582-17.4% | $62,293+14.8% |
| Participation rate | 97.5% | 67.9%+29.6pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 13.35% | 20.80%-7.4pp | 965.08%-951.7pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,203 | $2,611+175.9% | $3,609+99.6% | $3,169+127.3% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |