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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 | $250,052 | $89,652+178.9% | $141,197+77.1% | $65,186+283.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 38.10% | 32.79%+5.3pp | 71.41%-33.3pp | 29.39%+8.7pp |
| Employer contribution / active EE | $677 | $3,065-77.9% | $4,736-85.7% | $2,177-68.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |