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Participant contribution per participant 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 | $298,679 | $60,545+393.3% | $92,240+223.8% | $69,631+328.9% |
| Participation rate | 98.7% | 72.2%+26.6pp | 76.5%+22.3pp | 70.7%+28.1pp |
| Annual return | 13.33% | 19.71%-6.4pp | 176.29%-163.0pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $16,555 | $2,633+528.7% | $3,680+349.9% | $2,032+714.7% |
| Participant deferral / active EE | $20 | $2,828-99.3% | $3,897-99.5% | $3,224-99.4% |
| Admin fee / account holder | $4 | $145-97.4% | $5,194-99.9% | $110-96.6% |