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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 | $321,415 | $101,523+216.6% | $141,200+127.6% | $77,775+313.3% |
| Participation rate | 90.8% | 77.4%+13.4pp | 82.5%+8.3pp | 73.2%+17.5pp |
| Annual return | 62.69% | 56.22%+6.5pp | 71.41%-8.7pp | 32.58%+30.1pp |
| Employer contribution / active EE | $1,226 | $3,341-63.3% | $4,736-74.1% | $2,504-51.0% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-99.7% | $10,265-100.0% | $100-99.7% |