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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 | $1,432,271 | $99,957+1332.9% | $149,751+856.4% | $73,501+1848.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 11.84% | 53.87%-42.0pp | 276.71%-264.9pp | 28.51%-16.7pp |
| Employer contribution / active EE | $28,000 | $3,191+777.4% | $4,646+502.7% | $2,270+1133.4% |
| Participant deferral / active EE | $23,267 | $6,073+283.2% | $6,843+240.0% | $3,740+522.1% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |