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Participant contribution per participant 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 | $389,949 | $79,523+390.4% | $140,019+178.5% | $56,289+592.8% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.3pp |
| Annual return | 29.51% | 2.39%+27.1pp | 651.17%-621.7pp | -9.96%+39.5pp |
| Employer contribution / active EE | $4,150 | $3,350+23.9% | $5,605-26.0% | $2,111+96.6% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |