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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 | $386,483 | $63,924+504.6% | $108,582+255.9% | $55,167+600.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 15.98% | 15.31%+0.7pp | -51.70%+67.7pp | 169.23%-153.2pp |
| Employer contribution / active EE | $15,739 | $1,879+737.6% | $3,758+318.8% | $1,963+702.0% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $57 | $618-90.7% | $7,645-99.3% | $504-88.6% |