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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 | $698,299 | $84,493+726.5% | $125,381+456.9% | $66,938+943.2% |
| Participation rate | 97.7% | 76.4%+21.3pp | 82.4%+15.3pp | 69.8%+27.9pp |
| Annual return | -17.29% | -8.49%-8.8pp | 572.31%-589.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $35,152 | $3,554+889.2% | $4,815+630.0% | $2,545+1281.1% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | -$391 | $685-157.1% | $10,007-103.9% | $594-165.9% |