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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 | $266,192 | $56,443+371.6% | $83,831+217.5% | $55,725+377.7% |
| Participation rate | 98.0% | 72.0%+26.0pp | 76.1%+21.9pp | 70.9%+27.2pp |
| Annual return | -5.44% | 393.67%-399.1pp | 850.99%-856.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $16,718 | $2,682+523.4% | $3,631+360.4% | $2,078+704.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $156-97.9% | $5,479-99.9% | $115-97.1% |