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Annual investment return 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 | $1,287,590 | $89,652+1336.2% | $141,200+811.9% | $65,188+1875.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 16.43% | 32.79%-16.4pp | 71.41%-55.0pp | 29.38%-13.0pp |
| Employer contribution / active EE | $28,000 | $3,065+813.6% | $4,736+491.2% | $2,177+1186.3% |
| Participant deferral / active EE | $22,681 | $5,691+298.5% | $6,710+238.0% | $3,514+545.4% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |