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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 | $592,284 | $73,102+710.2% | $123,553+379.4% | $56,289+952.2% |
| Participation rate | 95.7% | 74.3%+21.4pp | 82.3%+13.4pp | 69.9%+25.9pp |
| Annual return | -4.09% | 3.01%-7.1pp | 119.21%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $32,487 | $2,977+991.3% | $4,628+602.0% | $2,111+1438.8% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | -$514 | $554-192.9% | $9,284-105.5% | $521-198.7% |