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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 | $480,772 | $109,359+339.6% | $162,177+196.4% | $72,975+558.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.92% | 25.46%-12.5pp | 115.60%-102.7pp | 81.01%-68.1pp |
| Employer contribution / active EE | $41,649 | $3,907+965.9% | $5,613+642.0% | $2,440+1606.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5 | $7,972-99.9% | $10,843-100.0% | $5,124-99.9% |