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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 | $272,431 | $70,002+289.2% | $115,037+136.8% | $52,331+420.6% |
| Participation rate | 97.8% | 72.1%+25.7pp | 81.4%+16.5pp | 68.1%+29.7pp |
| Annual return | 1.21% | 4.04%-2.8pp | 26.14%-24.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $11,938 | $2,715+339.7% | $4,608+159.1% | $1,882+534.4% |
| Participant deferral / active EE | $8,947 | $4,920+81.9% | $6,026+48.5% | $3,022+196.0% |
| Admin fee / account holder | $15 | $566-97.3% | $8,175-99.8% | $592-97.4% |