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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 | $382,877 | $155,795+145.8% | $136,298+180.9% | $69,634+449.8% |
| Participation rate | 70.9% | 75.2%-4.3pp | 81.9%-11.0pp | 70.7%+0.2pp |
| Annual return | 16.20% | 232464.33%-232448.1pp | 5156.27%-5140.1pp | 27572.26%-27556.1pp |
| Employer contribution / active EE | $11,136 | $2,991+272.3% | $4,696+137.2% | $2,032+448.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $151 | $128+18.1% | $9,244-98.4% | $110+37.2% |