Annual investment return 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 | $858,593 | $63,905+1243.6% | $74,184+1057.4% | $57,661+1389.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 1.67% | 60.60%-58.9pp | 17.74%-16.1pp | 5.13%-3.5pp |
| Employer contribution / active EE | $17,022 | $1,840+824.9% | $2,370+618.2% | $1,974+762.4% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |