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Participant contribution per participant 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 | $568,327 | $70,002+711.9% | $115,038+394.0% | $52,331+986.0% |
| Participation rate | 99.0% | 72.1%+26.9pp | 81.4%+17.7pp | 68.1%+30.9pp |
| Annual return | 1.06% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $32,495 | $2,715+1096.9% | $4,608+605.2% | $1,882+1626.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |