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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 | $430,773 | $48,277+792.3% | $63,244+581.1% | $55,191+680.5% |
| Participation rate | 99.8% | 69.4%+30.4pp | 71.0%+28.8pp | 69.2%+30.6pp |
| Annual return | 25.03% | 2.37%+22.7pp | -70.31%+95.3pp | 10.78%+14.3pp |
| Employer contribution / active EE | $12,766 | $1,592+701.9% | $2,322+449.8% | $1,899+572.3% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,893-100.0% | $91-100.0% |