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 | $787,807 | $79,519+890.7% | $95,968+720.9% | $73,415+973.1% |
| Participation rate | 98.0% | 81.2%+16.8pp | 77.1%+20.9pp | 72.2%+25.8pp |
| Annual return | -0.81% | 19.20%-20.0pp | 91.65%-92.5pp | 59.30%-60.1pp |
| Employer contribution / active EE | $19,605 | $2,048+857.4% | $2,542+671.4% | $2,234+777.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,798-100.0% | $158-100.0% |