Participant 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 | $1,468,947 | $69,305+2019.5% | $82,312+1684.6% | $69,634+2009.5% |
| Participation rate | 98.8% | 80.3%+18.5pp | 76.9%+21.9pp | 70.7%+28.1pp |
| Annual return | 36.10% | 21.47%+14.6pp | 25.88%+10.2pp | 27572.26%-27536.2pp |
| Employer contribution / active EE | $6,841 | $1,887+262.6% | $2,428+181.7% | $2,032+236.6% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |