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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 | $20,658 | $37,196-44.5% | $154,114-86.6% | $55,725-62.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.00% | 1319.68%-1324.7pp | 735.16%-740.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $606 | $1,614-62.5% | $5,298-88.6% | $2,078-70.8% |
| Participant deferral / active EE | $1,502 | $2,068-27.4% | $5,081-70.4% | $3,356-55.2% |
| Admin fee / account holder | $25 | $102-75.5% | $13,411-99.8% | $115-78.4% |