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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 | $425,905 | $88,770+379.8% | $109,191+290.1% | $93,010+357.9% |
| Participation rate | 72.2% | 81.5%-9.3pp | 75.9%-3.7pp | 73.9%-1.7pp |
| Annual return | 22.80% | 60.64%-37.8pp | 25.76%-3.0pp | 158.70%-135.9pp |
| Employer contribution / active EE | $827 | $3,780-78.1% | $3,723-77.8% | $2,705-69.4% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,756-100.0% | $152-100.0% |