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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,102,940 | $90,003+1125.4% | $100,398+998.6% | $77,692+1319.6% |
| Participation rate | 99.5% | 81.3%+18.2pp | 81.5%+18.0pp | 70.6%+28.9pp |
| Annual return | 61.40% | 20.61%+40.8pp | 49.32%+12.1pp | 31.25%+30.1pp |
| Employer contribution / active EE | $3,002 | $3,043-1.4% | $3,946-23.9% | $2,726+10.1% |
| Participant deferral / active EE | $0 | $8,287-100.0% | $8,084-100.0% | $4,648-100.0% |
| Admin fee / account holder | $7 | $172-96.1% | $7,893-99.9% | $431-98.4% |