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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 | $563,016 | $51,447+994.4% | $104,656+438.0% | $73,415+666.9% |
| Participation rate | 98.9% | 68.2%+30.7pp | 74.1%+24.8pp | 72.2%+26.7pp |
| Annual return | 46.59% | 25.06%+21.5pp | 340.70%-294.1pp | 59.30%-12.7pp |
| Employer contribution / active EE | $18,254 | $1,441+1166.7% | $2,682+580.6% | $2,234+717.2% |
| Participant deferral / active EE | $0 | $3,058-100.0% | $3,738-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $6,466-100.0% | $158-100.0% |