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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 | $838,079 | $87,733+855.3% | $106,551+686.5% | $85,856+876.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.33% | 21.86%-11.5pp | 26.80%-16.5pp | 318.58%-308.3pp |
| Employer contribution / active EE | $20,474 | $2,073+887.7% | $2,819+626.2% | $2,565+698.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |