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Employer 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 | $369,477 | $241,850+52.8% | $102,437+260.7% | $200,096+84.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 19.19% | 17.67%+1.5pp | 24.95%-5.8pp | 34.26%-15.1pp |
| Employer contribution / active EE | $953 | $4,253-77.6% | $3,871-75.4% | $3,038-68.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $1 | $288-99.7% | $8,388-100.0% | $269-99.7% |