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 | $1,367,189 | $73,404+1762.6% | $87,102+1469.6% | $67,584+1922.9% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.9%+20.8pp | 71.3%+26.4pp |
| Annual return | 29.83% | 48.29%-18.5pp | 28.19%+1.6pp | 378.59%-348.8pp |
| Employer contribution / active EE | $11,229 | $2,014+457.6% | $2,521+345.4% | $2,148+422.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,493-100.0% | $142-100.0% |