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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 | $268,640 | $98,982+171.4% | $162,185+65.6% | $65,186+312.1% |
| Participation rate | 97.3% | 85.8%+11.5pp | 87.6%+9.7pp | 70.2%+27.1pp |
| Annual return | 12.72% | 24.84%-12.1pp | 115.61%-102.9pp | 29.39%-16.7pp |
| Employer contribution / active EE | $13,680 | $3,467+294.6% | $5,613+143.7% | $2,177+528.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |