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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 | $439,231 | $76,774+472.1% | $112,270+291.2% | $77,906+463.8% |
| Participation rate | 76.1% | 80.2%-4.0pp | 75.1%+1.1pp | 73.7%+2.4pp |
| Annual return | 22.71% | -10.25%+33.0pp | 27.49%-4.8pp | 12.16%+10.6pp |
| Employer contribution / active EE | $366 | $3,977-90.8% | $3,635-89.9% | $2,846-87.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,411-100.0% | $133-100.0% |