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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 | $267,207 | $70,002+281.7% | $115,038+132.3% | $52,331+410.6% |
| Participation rate | 75.4% | 72.1%+3.3pp | 81.4%-6.0pp | 68.1%+7.3pp |
| Annual return | 0.55% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $13,353 | $2,715+391.8% | $4,608+189.8% | $1,882+609.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $214 | $566-62.2% | $8,175-97.4% | $592-63.9% |