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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 | $330,824 | $103,024+221.1% | $112,040+195.3% | $79,634+315.4% |
| Participation rate | 100.0% | 80.6%+19.4pp | 76.5%+23.5pp | 62.5%+37.5pp |
| Annual return | 25.27% | 17.60%+7.7pp | 24.52%+0.7pp | 36.46%-11.2pp |
| Employer contribution / active EE | $355 | $3,015-88.2% | $2,954-88.0% | $2,529-86.0% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $465-100.0% | $12,098-100.0% | $1,002-100.0% |