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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 | $408,565 | $75,284+442.7% | $91,004+349.0% | $69,631+486.8% |
| Participation rate | 98.8% | 80.4%+18.5pp | 75.6%+23.2pp | 70.7%+28.2pp |
| Annual return | 110.07% | 48.40%+61.7pp | 4.60%+105.5pp | 27571.02%-27461.0pp |
| Employer contribution / active EE | $5,087 | $2,473+105.7% | $2,456+107.1% | $2,032+150.3% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |