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 | $1,089,964 | $63,905+1605.6% | $74,184+1369.3% | $57,661+1790.3% |
| Participation rate | 98.9% | 79.8%+19.1pp | 76.6%+22.2pp | 70.2%+28.6pp |
| Annual return | 1.95% | 60.60%-58.7pp | 17.74%-15.8pp | 5.13%-3.2pp |
| Employer contribution / active EE | $9,624 | $1,840+422.9% | $2,370+306.1% | $1,974+387.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |