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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 | $284,200 | $74,347+282.3% | $93,621+203.6% | $67,582+320.5% |
| Participation rate | 99.2% | 80.6%+18.6pp | 75.8%+23.4pp | 71.3%+27.9pp |
| Annual return | 27.19% | 28.07%-0.9pp | 32.76%-5.6pp | 378.57%-351.4pp |
| Employer contribution / active EE | $5,039 | $2,583+95.1% | $2,719+85.3% | $2,148+134.6% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |