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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 | $809,664 | $91,424+785.6% | $135,942+495.6% | $71,495+1032.5% |
| Participation rate | 96.0% | 75.7%+20.3pp | 81.9%+14.1pp | 67.9%+28.0pp |
| Annual return | 19.80% | 29.90%-10.1pp | 68.28%-48.5pp | 28.85%-9.0pp |
| Employer contribution / active EE | $37,336 | $3,704+908.0% | $4,858+668.6% | $2,589+1341.9% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | -$206 | $1,266-116.2% | $10,764-101.9% | $1,588-113.0% |