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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 | $705,274 | $88,122+700.3% | $141,200+399.5% | $67,584+943.6% |
| Participation rate | 82.4% | 76.5%+5.9pp | 82.5%-0.1pp | 71.3%+11.1pp |
| Annual return | 23.52% | 75.40%-51.9pp | 71.41%-47.9pp | 378.59%-355.1pp |
| Employer contribution / active EE | $28,164 | $3,224+773.4% | $4,736+494.6% | $2,148+1211.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | -$445 | $131-440.2% | $10,265-104.3% | $142-412.9% |