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 | $1,223,969 | $65,118+1779.6% | $76,768+1494.4% | $55,727+2096.4% |
| Participation rate | 98.5% | 79.6%+18.9pp | 77.0%+21.5pp | 70.9%+27.7pp |
| Annual return | -11.53% | -1.27%-10.3pp | 2.43%-14.0pp | 244.94%-256.5pp |
| Employer contribution / active EE | $10,607 | $1,941+446.5% | $2,485+326.8% | $2,078+410.4% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,676-100.0% | $115-100.0% |