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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 | $21,467 | $28,109-23.6% | $71,089-69.8% | $56,289-61.9% |
| Participation rate | 76.0% | 40.4%+35.5pp | 54.6%+21.3pp | 69.9%+6.1pp |
| Annual return | -5.34% | -615.05%+609.7pp | 650.65%-656.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $956 | $558+71.4% | $1,088-12.1% | $2,111-54.7% |
| Participant deferral / active EE | $1,702 | $1,116+52.5% | $1,873-9.1% | $3,350-49.2% |
| Admin fee / account holder | $30 | $585-95.0% | $3,082-99.0% | $521-94.3% |