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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 | $42,871 | $56,443-24.0% | $83,831-48.9% | $55,725-23.1% |
| Participation rate | 95.1% | 72.0%+23.1pp | 76.1%+18.9pp | 70.9%+24.2pp |
| Annual return | -6.20% | 393.67%-399.9pp | 850.99%-857.2pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,345 | $2,682-49.9% | $3,631-63.0% | $2,078-35.3% |
| Participant deferral / active EE | $4,774 | $2,965+61.0% | $4,082+17.0% | $3,356+42.3% |
| Admin fee / account holder | $188 | $156+20.4% | $5,479-96.6% | $115+63.4% |