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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 | $397,849 | $59,186+572.2% | $76,768+418.2% | $56,287+606.8% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.5pp | 69.9%+29.6pp |
| Annual return | 21.71% | 6.62%+15.1pp | 2.43%+19.3pp | -9.96%+31.7pp |
| Employer contribution / active EE | $3,770 | $1,759+114.4% | $2,485+51.7% | $2,111+78.6% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $489-99.7% | $6,675-100.0% | $521-99.7% |