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Annual investment return 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 | $451,576 | $56,060+705.5% | $76,002+494.2% | $80,874+458.4% |
| Participation rate | 98.6% | 62.0%+36.6pp | 69.1%+29.5pp | 67.6%+31.0pp |
| Annual return | 7.10% | 20.54%-13.4pp | 360.07%-353.0pp | 35.62%-28.5pp |
| Employer contribution / active EE | $21,826 | $1,873+1065.0% | $2,688+711.9% | $2,756+692.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14 | $5,237-99.7% | $6,414-99.8% | $6,935-99.8% |