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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 | $65,985 | $66,302-0.5% | $110,243-40.1% | $56,289+17.2% |
| Participation rate | 99.4% | 74.9%+24.5pp | 79.8%+19.6pp | 69.9%+29.6pp |
| Annual return | -6.22% | -1.18%-5.0pp | 314.76%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,776 | $2,047-13.2% | $3,827-53.6% | $2,111-15.9% |
| Participant deferral / active EE | $2,344 | $3,381-30.7% | $4,672-49.8% | $3,350-30.0% |
| Admin fee / account holder | $56 | $698-92.0% | $8,548-99.3% | $521-89.2% |