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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 | $765,650 | $81,494+839.5% | $133,978+471.5% | $73,497+941.7% |
| Participation rate | 94.7% | 76.4%+18.3pp | 79.8%+14.9pp | 70.7%+24.0pp |
| Annual return | 56.75% | 19.40%+37.3pp | 45.10%+11.6pp | 28.51%+28.2pp |
| Employer contribution / active EE | $2,625 | $2,210+18.8% | $3,919-33.0% | $2,270+15.6% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |