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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 | $38,398 | $79,003-51.4% | $100,398-61.8% | $74,400-48.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 14.34% | 20.62%-6.3pp | 49.32%-35.0pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,680 | $7,752-39.6% | $8,084-42.1% | $4,348+7.6% |
| Admin fee / account holder | $0 | $1,331-100.0% | $7,893-100.0% | $1,944-100.0% |