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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 | $35,189 | $102,385-65.6% | $147,080-76.1% | $80,935-56.5% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.2%+10.5pp | 67.7%+25.0pp |
| Annual return | 20.05% | 135.09%-115.0pp | 420.17%-400.1pp | 35.66%-15.6pp |
| Employer contribution / active EE | $2,159 | $3,717-41.9% | $4,933-56.2% | $2,757-21.7% |
| Participant deferral / active EE | $4,710 | $6,651-29.2% | $8,066-41.6% | $4,299+9.6% |
| Admin fee / account holder | $21 | $7,951-99.7% | $12,989-99.8% | $6,924-99.7% |