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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 | $623,580 | $98,760+531.4% | $149,710+316.5% | $79,860+680.8% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 22.95% | 27.43%-4.5pp | 276.63%-253.7pp | 31.72%-8.8pp |
| Employer contribution / active EE | $14,884 | $3,217+362.7% | $4,645+220.5% | $2,471+502.3% |
| Participant deferral / active EE | $10,497 | $5,681+84.8% | $6,842+53.4% | $3,740+180.7% |
| Admin fee / account holder | -$315 | $6,053-105.2% | $9,309-103.4% | $5,306-105.9% |