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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 | $304,356 | $66,650+356.6% | $92,915+227.6% | $67,582+350.4% |
| Participation rate | 97.4% | 72.5%+24.9pp | 76.0%+21.4pp | 71.3%+26.1pp |
| Annual return | 17.43% | 92.64%-75.2pp | 109.45%-92.0pp | 378.57%-361.1pp |
| Employer contribution / active EE | $18,454 | $2,777+564.6% | $3,653+405.1% | $2,148+759.2% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $199-98.5% | $5,796-99.9% | $142-97.8% |