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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 | $16,401 | $46,360-64.6% | $147,617-88.9% | $52,331-68.7% |
| Participation rate | 90.6% | 64.9%+25.6pp | 84.6%+5.9pp | 68.1%+22.5pp |
| Annual return | -0.66% | 1.62%-2.3pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,712 | $2,126-19.5% | $5,564-69.2% | $1,882-9.0% |
| Participant deferral / active EE | $1,293 | $2,258-42.7% | $4,895-73.6% | $3,022-57.2% |
| Admin fee / account holder | $14 | $766-98.1% | $11,612-99.9% | $592-97.6% |