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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 | $346,791 | $127,481+172.0% | $149,751+131.6% | $90,274+284.2% |
| Participation rate | 88.6% | 78.2%+10.4pp | 82.5%+6.1pp | 73.4%+15.3pp |
| Annual return | 17.52% | 57.78%-40.3pp | 276.71%-259.2pp | 53.97%-36.5pp |
| Employer contribution / active EE | $916 | $3,448-73.4% | $4,646-80.3% | $2,523-63.7% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $9,312-100.0% | $114-100.0% |