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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 | $311,470 | $75,419+313.0% | $392,568-20.7% | $67,579+360.9% |
| Participation rate | 99.7% | 74.8%+24.8pp | 78.1%+21.6pp | 71.3%+28.4pp |
| Annual return | 22.69% | 36.70%-14.0pp | 24.42%-1.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $12,098 | $2,636+359.0% | $3,783+219.8% | $2,148+463.3% |
| Participant deferral / active EE | $8,040 | $4,347+85.0% | $5,985+34.3% | $3,539+127.2% |
| Admin fee / account holder | $163 | $114+43.5% | $6,260-97.4% | $142+14.7% |