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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 | $504,966 | $86,341+484.8% | $125,195+303.3% | $65,186+674.6% |
| Participation rate | 94.7% | 75.3%+19.3pp | 79.8%+14.9pp | 70.2%+24.5pp |
| Annual return | 41.89% | 27.44%+14.5pp | 43.79%-1.9pp | 29.39%+12.5pp |
| Employer contribution / active EE | $2,651 | $2,040+30.0% | $3,866-31.4% | $2,177+21.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |