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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,970 | $91,559-40.0% | $133,971-59.0% | $79,852-31.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.45% | 61.85%-41.4pp | 45.09%-24.6pp | 31.72%-11.3pp |
| Employer contribution / active EE | $3,424 | $2,384+43.6% | $3,919-12.6% | $2,471+38.5% |
| Participant deferral / active EE | $8,393 | $3,734+124.8% | $5,047+66.3% | $3,740+124.4% |
| Admin fee / account holder | $33 | $6,321-99.5% | $8,929-99.6% | $5,306-99.4% |