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Annual investment return is in the bottom quintile of the peer cohort.
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 | $434,167 | $58,888+637.3% | $178,498+143.2% | $73,493+490.8% |
| Participation rate | 98.8% | 66.2%+32.5pp | 81.9%+16.8pp | 70.7%+28.1pp |
| Annual return | 9.08% | 24.86%-15.8pp | 151.09%-142.0pp | 28.51%-19.4pp |
| Employer contribution / active EE | $11,666 | $2,236+421.7% | $5,011+132.8% | $2,270+413.9% |
| Participant deferral / active EE | $16,961 | $2,568+560.5% | $5,202+226.1% | $3,740+353.5% |
| Admin fee / account holder | $0 | $400-100.0% | $13,985-100.0% | $513-100.0% |