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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 | $77,649 | $73,102+6.2% | $123,552-37.2% | $56,287+38.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.48% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,035 | $5,423-25.6% | $6,426-37.2% | $3,350+20.5% |
| Admin fee / account holder | $40 | $554-92.8% | $9,285-99.6% | $521-92.3% |