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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 | $11,367 | $22,714-50.0% | $59,496-80.9% | $55,191-79.4% |
| Participation rate | 86.0% | 37.5%+48.6pp | 54.6%+31.5pp | 69.2%+16.9pp |
| Annual return | -0.59% | -44.01%+43.4pp | 182.05%-182.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $679 | $418+62.4% | $1,153-41.1% | $1,899-64.3% |
| Participant deferral / active EE | $405 | $843-51.9% | $1,829-77.8% | $3,046-86.7% |
| Admin fee / account holder | $120 | $83+43.8% | $2,232-94.6% | $91+32.0% |