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 | $1,124,150 | $65,118+1626.3% | $76,768+1364.3% | $55,727+1917.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | 30.81% | -1.27%+32.1pp | 2.43%+28.4pp | 244.94%-214.1pp |
| Employer contribution / active EE | $21,031 | $1,941+983.5% | $2,485+746.2% | $2,078+912.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,676-100.0% | $115-100.0% |