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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 | $40,244 | $77,145-47.8% | $108,410-62.9% | $85,856-53.1% |
| Participation rate | 98.8% | 74.7%+24.1pp | 80.1%+18.6pp | 69.3%+29.4pp |
| Annual return | 14.88% | 44.54%-29.7pp | 905.34%-890.5pp | 318.58%-303.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,833 | $5,566-31.1% | $6,562-41.6% | $3,952-3.0% |
| Admin fee / account holder | $0 | $5,172-100.0% | $7,296-100.0% | $6,261-100.0% |