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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 | $75,264 | $37,196+102.3% | $154,108-51.2% | $55,725+35.1% |
| Participation rate | 75.1% | 64.1%+11.0pp | 83.0%-7.9pp | 70.9%+4.2pp |
| Annual return | -3.64% | 1319.68%-1323.3pp | 735.21%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,356 | $2,068+110.6% | $5,081-14.3% | $3,356+29.8% |
| Admin fee / account holder | $20 | $102-79.9% | $13,411-99.8% | $115-82.3% |