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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 | $79,824 | $75,388+5.9% | $123,553-35.4% | $55,727+43.2% |
| Participation rate | 81.9% | 75.7%+6.3pp | 82.3%-0.4pp | 70.9%+11.1pp |
| Annual return | -2.02% | 4.48%-6.5pp | 119.21%-121.2pp | 244.94%-247.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,236 | $5,651-7.3% | $6,426-18.5% | $3,356+56.0% |
| Admin fee / account holder | $7 | $120-94.3% | $9,284-99.9% | $115-94.0% |