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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 | $939,555 | $101,672+824.1% | $147,117+538.6% | $74,478+1161.5% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 18.58% | 8757.83%-8739.2pp | 420.54%-402.0pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $41,654 | $3,813+992.4% | $4,932+744.5% | $2,626+1486.1% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | -$220 | $1,753-112.5% | $12,993-101.7% | $1,946-111.3% |