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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 | $53,478 | $43,730+22.3% | $121,220-55.9% | $64,173-16.7% |
| Participation rate | 92.7% | 58.3%+34.3pp | 71.8%+20.9pp | 69.6%+23.1pp |
| Annual return | -4.29% | 68.94%-73.2pp | 16.94%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,048 | $1,297-19.2% | $4,023-73.9% | $2,381-56.0% |
| Participant deferral / active EE | $1,365 | $2,281-40.1% | $3,345-59.2% | $3,470-60.7% |
| Admin fee / account holder | $35 | $3,502-99.0% | $5,021-99.3% | $4,887-99.3% |