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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 | $519,857 | $241,850+115.0% | $102,437+407.5% | $200,096+159.8% |
| Participation rate | 77.6% | 78.3%-0.8pp | 74.5%+3.1pp | 72.0%+5.6pp |
| Annual return | 28.59% | 17.67%+10.9pp | 24.95%+3.6pp | 34.26%-5.7pp |
| Employer contribution / active EE | $475 | $4,253-88.8% | $3,871-87.7% | $3,038-84.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,388-100.0% | $269-100.0% |