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Employer 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 | $400,582 | $71,142+463.1% | $119,622+234.9% | $64,819+518.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | 81.48% | -10.01%+91.5pp | -14.98%+96.5pp | 32.84%+48.6pp |
| Employer contribution / active EE | $269 | $2,497-89.2% | $4,232-93.6% | $2,507-89.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,328-100.0% | $188-100.0% |