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Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,672 | $65,118+326.4% | $76,768+261.7% | $55,727+398.3% |
| Participation rate | 95.1% | 79.6%+15.5pp | 77.0%+18.1pp | 70.9%+24.2pp |
| Annual return | 2.75% | -1.27%+4.0pp | 2.43%+0.3pp | 244.94%-242.2pp |
| Employer contribution / active EE | $19,990 | $1,941+929.9% | $2,485+704.3% | $2,078+861.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,676-100.0% | $115-100.0% |