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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 | $18,758 | $46,360-59.5% | $147,618-87.3% | $52,331-64.2% |
| Participation rate | 78.0% | 64.9%+13.1pp | 84.6%-6.6pp | 68.1%+9.9pp |
| Annual return | -0.39% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,100 | $2,258-7.0% | $4,895-57.1% | $3,022-30.5% |
| Admin fee / account holder | $15 | $766-98.0% | $11,612-99.9% | $592-97.4% |