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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 | $72,416 | $84,499-14.3% | $125,391-42.2% | $66,949+8.2% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.2pp | 69.8%+29.7pp |
| Annual return | -16.40% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-18.0pp |
| Employer contribution / active EE | $8,278 | $3,554+132.9% | $4,816+71.9% | $2,545+225.2% |
| Participant deferral / active EE | $5,993 | $6,785-11.7% | $7,448-19.5% | $4,239+41.4% |
| Admin fee / account holder | $3 | $685-99.6% | $10,009-100.0% | $594-99.5% |