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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 | $320,600 | $100,801+218.1% | $149,751+114.1% | $73,415+336.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 18.03% | 265.34%-247.3pp | 276.71%-258.7pp | 59.30%-41.3pp |
| Employer contribution / active EE | $6,000 | $3,312+81.2% | $4,646+29.1% | $2,234+168.6% |
| Participant deferral / active EE | $13,360 | $6,404+108.6% | $6,843+95.2% | $3,806+251.0% |
| Admin fee / account holder | $23 | $181-87.1% | $9,312-99.8% | $158-85.3% |