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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 | $22,673 | $41,854-45.8% | $73,836-69.3% | $52,331-56.7% |
| Participation rate | 76.6% | 66.2%+10.4pp | 73.4%+3.2pp | 68.1%+8.5pp |
| Annual return | 1.45% | 2.11%-0.7pp | 2268.06%-2266.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,819 | $1,920-5.3% | $2,787-34.7% | $1,882-3.3% |
| Participant deferral / active EE | $1,031 | $2,498-58.7% | $3,583-71.2% | $3,022-65.9% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |