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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 | $55,601 | $73,404-24.3% | $87,103-36.2% | $67,582-17.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 20.04% | 48.29%-28.3pp | 28.19%-8.2pp | 378.57%-358.5pp |
| Employer contribution / active EE | $1,839 | $2,014-8.7% | $2,521-27.1% | $2,148-14.4% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-99.8% | $7,491-100.0% | $142-99.8% |