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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 | $457,298 | $136,307+235.5% | $177,848+157.1% | $73,497+522.2% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.7%+11.5pp | 70.7%+28.6pp |
| Annual return | 27.16% | 18.68%+8.5pp | 48.33%-21.2pp | 28.51%-1.4pp |
| Employer contribution / active EE | $3,887 | $3,712+4.7% | $5,919-34.3% | $2,270+71.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |