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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 | $57,397 | $58,258-1.5% | $81,820-29.8% | $80,925-29.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.22% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $8,605 | $2,345+266.9% | $2,915+195.2% | $2,756+212.2% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22 | $4,976-99.6% | $7,391-99.7% | $6,940-99.7% |