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 | $989,218 | $72,770+1259.4% | $67,652+1362.2% | $55,191+1692.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 3.79% | -3.26%+7.1pp | 6625.40%-6621.6pp | 10.78%-7.0pp |
| Employer contribution / active EE | $14,171 | $1,769+701.0% | $2,266+525.5% | $1,899+646.3% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |