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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 | $55,889+708.0% | $76,119+493.3% | $80,935+457.9% |
| Participation rate | 98.6% | 62.1%+36.6pp | 69.1%+29.6pp | 67.7%+31.0pp |
| Annual return | 7.10% | 20.58%-13.5pp | 361.25%-354.1pp | 35.66%-28.6pp |
| Employer contribution / active EE | $21,826 | $1,866+1069.7% | $2,693+710.6% | $2,757+691.7% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14 | $5,241-99.7% | $6,421-99.8% | $6,924-99.8% |