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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 | $402,315 | $59,191+579.7% | $76,767+424.1% | $56,289+614.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 2.12% | 6.62%-4.5pp | 2.43%-0.3pp | -9.96%+12.1pp |
| Employer contribution / active EE | $3,872 | $1,759+120.1% | $2,485+55.8% | $2,111+83.4% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |