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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 | $356,709 | $55,449+543.3% | $83,831+325.5% | $56,289+533.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -0.09% | -1.38%+1.3pp | 850.99%-851.1pp | -9.96%+9.9pp |
| Employer contribution / active EE | $7,865 | $2,430+223.6% | $3,631+116.6% | $2,111+272.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |