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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 | $101,591+824.8% | $147,096+538.7% | $74,429+1162.4% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.7pp |
| Annual return | 18.58% | 8746.45%-8727.9pp | 419.75%-401.2pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $41,654 | $3,813+992.6% | $4,936+743.9% | $2,625+1486.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | -$220 | $1,750-112.6% | $13,005-101.7% | $1,944-111.3% |