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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 | $314,901 | $76,774+310.2% | $112,270+180.5% | $77,906+304.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 23.04% | -10.25%+33.3pp | 27.49%-4.5pp | 12.16%+10.9pp |
| Employer contribution / active EE | $477 | $3,977-88.0% | $3,635-86.9% | $2,846-83.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,411-100.0% | $133-100.0% |