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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 | $33,061 | $75,962-56.5% | $154,108-78.5% | $64,173-48.5% |
| Participation rate | 82.4% | 70.4%+12.0pp | 83.0%-0.6pp | 69.6%+12.8pp |
| Annual return | -2.90% | 30.32%-33.2pp | 735.21%-738.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $727 | $3,350-78.3% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $1,996 | $3,175-37.1% | $5,081-60.7% | $3,470-42.5% |
| Admin fee / account holder | $9 | $5,589-99.8% | $13,411-99.9% | $4,887-99.8% |