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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 | $32,014 | $49,177-34.9% | $79,467-59.7% | $64,173-50.1% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.6%+27.0pp |
| Annual return | -3.81% | -1.16%-2.6pp | 718.30%-722.1pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,354 | $2,076+13.4% | $2,800-15.9% | $2,381-1.1% |
| Participant deferral / active EE | $4,443 | $2,821+57.5% | $3,704+20.0% | $3,470+28.1% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |