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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 | $26,345 | $39,245-32.9% | $64,105-58.9% | $52,331-49.7% |
| Participation rate | 72.3% | 58.2%+14.0pp | 68.2%+4.1pp | 68.1%+4.1pp |
| Annual return | 0.28% | 14.79%-14.5pp | 791.24%-791.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $593 | $736-19.4% | $1,820-67.4% | $1,882-68.5% |
| Participant deferral / active EE | $2,460 | $1,992+23.5% | $2,822-12.8% | $3,022-18.6% |
| Admin fee / account holder | $11 | $592-98.1% | $4,499-99.8% | $592-98.1% |