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 | $1,308,476 | $79,519+1545.5% | $95,968+1263.5% | $73,415+1682.3% |
| Participation rate | 98.3% | 81.2%+17.1pp | 77.1%+21.2pp | 72.2%+26.1pp |
| Annual return | 16.77% | 19.20%-2.4pp | 91.65%-74.9pp | 59.30%-42.5pp |
| Employer contribution / active EE | $11,540 | $2,048+463.6% | $2,542+354.1% | $2,234+416.6% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,798-100.0% | $158-100.0% |