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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 | $480,151 | $88,479+442.7% | $96,543+397.3% | $80,187+498.8% |
| Participation rate | 75.1% | 79.9%-4.8pp | 74.3%+0.8pp | 72.9%+2.2pp |
| Annual return | 30.67% | 22.53%+8.1pp | 35.75%-5.1pp | 40.40%-9.7pp |
| Employer contribution / active EE | $1,041 | $4,177-75.1% | $3,741-72.2% | $2,980-65.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $6,737-100.0% | $145-100.0% |