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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 | $334,154 | $85,135+292.5% | $98,920+237.8% | $73,412+355.2% |
| Participation rate | 98.7% | 81.1%+17.6pp | 76.0%+22.7pp | 72.2%+26.5pp |
| Annual return | 28.95% | 19.14%+9.8pp | 196.47%-167.5pp | 59.30%-30.3pp |
| Employer contribution / active EE | $5,055 | $2,721+85.8% | $2,689+88.0% | $2,234+126.3% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |