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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 | $101,539+825.3% | $147,041+539.0% | $74,400+1162.8% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.7pp |
| Annual return | 18.58% | 8740.84%-8722.3pp | 419.21%-400.6pp | 1367.51%-1348.9pp |
| Employer contribution / active EE | $41,654 | $3,811+993.0% | $4,935+744.1% | $2,624+1487.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | -$220 | $1,749-112.6% | $13,006-101.7% | $1,944-111.3% |