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 | $889,304 | $69,305+1183.2% | $82,312+980.4% | $69,634+1177.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 25.13% | 21.47%+3.7pp | 25.88%-0.7pp | 27572.26%-27547.1pp |
| Employer contribution / active EE | $20,265 | $1,887+974.2% | $2,428+734.5% | $2,032+897.2% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |