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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 | $357,828 | $185,342+93.1% | $111,319+221.4% | $86,828+312.1% |
| Participation rate | 98.0% | 81.0%+17.0pp | 77.3%+20.7pp | 72.3%+25.7pp |
| Annual return | 20.01% | 500.80%-480.8pp | 54.68%-34.7pp | 97.95%-77.9pp |
| Employer contribution / active EE | $20,745 | $2,246+823.6% | $2,732+659.4% | $2,406+762.1% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |