Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $1,174,180 | $72,770+1513.6% | $67,652+1635.6% | $55,191+2027.5% |
| Participation rate | 98.7% | 78.8%+20.0pp | 75.7%+23.1pp | 69.2%+29.6pp |
| Annual return | -13.56% | -3.26%-10.3pp | 6625.40%-6639.0pp | 10.78%-24.3pp |
| Employer contribution / active EE | $11,267 | $1,769+536.8% | $2,266+397.3% | $1,899+493.4% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |