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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 | $291,704 | $59,186+392.9% | $76,768+280.0% | $56,287+418.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 4.58% | 6.62%-2.0pp | 2.43%+2.2pp | -9.96%+14.5pp |
| Employer contribution / active EE | $3,216 | $1,759+82.9% | $2,485+29.4% | $2,111+52.4% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |