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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 | $28,922 | $46,360-37.6% | $147,617-80.4% | $52,331-44.7% |
| Participation rate | 86.4% | 64.9%+21.5pp | 84.6%+1.8pp | 68.1%+18.3pp |
| Annual return | -0.06% | 1.62%-1.7pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,384 | $2,126-34.9% | $5,564-75.1% | $1,882-26.4% |
| Participant deferral / active EE | $2,060 | $2,258-8.8% | $4,895-57.9% | $3,022-31.8% |
| Admin fee / account holder | $80 | $766-89.6% | $11,612-99.3% | $592-86.5% |