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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 | $275,204 | $91,517+200.7% | $101,275+171.7% | $73,412+274.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 11.35% | 17.17%-5.8pp | 46.48%-35.1pp | 59.30%-48.0pp |
| Employer contribution / active EE | $18,319 | $2,877+536.8% | $3,660+400.5% | $2,234+720.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $4 | $216-98.0% | $5,948-99.9% | $158-97.2% |