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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 | $537,780 | $63,114+752.1% | $92,916+478.8% | $65,188+725.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 59.10% | 28.75%+30.4pp | 109.45%-50.3pp | 29.38%+29.7pp |
| Employer contribution / active EE | $8,095 | $2,571+214.9% | $3,654+121.6% | $2,177+271.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |