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 | $999,488 | $73,404+1261.6% | $87,102+1047.5% | $67,584+1378.9% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.9%+22.9pp | 71.3%+28.5pp |
| Annual return | 6.80% | 48.29%-41.5pp | 28.19%-21.4pp | 378.59%-371.8pp |
| Employer contribution / active EE | $20,163 | $2,014+901.2% | $2,521+699.7% | $2,148+838.7% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,493-100.0% | $142-100.0% |