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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 | $17,167 | $28,109-38.9% | $71,089-75.9% | $56,289-69.5% |
| Participation rate | 70.1% | 40.4%+29.7pp | 54.6%+15.4pp | 69.9%+0.2pp |
| Annual return | -5.28% | -615.05%+609.8pp | 650.65%-655.9pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,376 | $558+146.8% | $1,088+26.5% | $2,111-34.8% |
| Participant deferral / active EE | $1,631 | $1,116+46.2% | $1,873-12.9% | $3,350-51.3% |
| Admin fee / account holder | $14 | $585-97.7% | $3,082-99.6% | $521-97.4% |