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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 | $255,733 | $47,977+433.0% | $154,108+65.9% | $56,289+354.3% |
| Participation rate | 98.1% | 66.2%+31.9pp | 83.0%+15.0pp | 69.9%+28.2pp |
| Annual return | -3.18% | 3.54%-6.7pp | 735.21%-738.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $7,526 | $2,169+247.0% | $5,298+42.1% | $2,111+256.5% |
| Participant deferral / active EE | $6,811 | $2,392+184.8% | $5,081+34.1% | $3,350+103.3% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |